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Speaking, Webinars & workshops
Invite Arthur Schwartz, PCC, to lead a warm, practical and engaging conversation about what comes after the financial plan—purpose, identity, relationships, meaningful activity and the rhythm of everyday life.
In Person or Virtual • 45–90 Minutes • Audience-Specific • Five Ps™ Participant Resources
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Why This Conversation Matters
Work provides more than income. It often provides identity, structure, relationships, contribution and a built-in rhythm. When work ends, all five can change at once.
People may be financially ready and still wonder: Who am I without my title? What will give my days meaning? How will retirement affect my closest relationships? What will keep me engaged—and what pace do I actually want?
Arthur helps audiences explore those questions with optimism, humor and practical next steps. The program is educational and reflective—not therapy, financial advice or a sales presentation.
Signature Programs
Each program can be delivered as a keynote, webinar, interactive workshop or multi-session series—and tailored to the host organization and the people it serves.
Best for: OLLIs, university retiree and emeriti groups, professional associations, corporate alumni programs, retirement communities and service organizations
Most people prepare carefully for the retirement date but spend far less time designing the life that follows. This flagship Five Ps™ program helps participants look beyond finances and begin creating a next chapter built around Purpose, People, Passion, Projects and Pace.
Participants will:
Recommended format: 45–60 minutes plus audience Q&A; virtual or in person
Best for: Retiring executives, business owners, physicians, attorneys, academics, engineers and other accomplished professionals
A successful career can become deeply intertwined with identity, status, relationships and purpose. This program helps participants understand why leaving a professional role can feel disorienting—and how to build an identity that is larger than the position they once held.
Participants will:
Recommended format: 45–60 minutes plus audience Q&A; virtual or in person
Best for: Financial-advisor clients, FPA chapters, estate-planning councils, benefits programs and professional-service firms
A sound financial plan answers whether someone can afford to retire. It does not answer how they will create meaning, structure, connection and fulfillment after work. This program gives clients and advisors a practical language for addressing the human side of retirement.
Participants will:
Recommended format: 45–60 minutes plus audience Q&A; virtual or in person
Best for: Advisor client events, couples groups, alumni organizations, retirement communities and people approaching retirement with a spouse or partner
Retirement may bring couples more shared time than they have experienced in decades. This program helps couples begin the conversations that make a shared retirement work for both people.
Participants will:
Recommended format: 45–60 minutes plus audience Q&A; virtual or in person
The Five Ps™ Retirement Framework
The Five Ps™ provide a memorable, practical structure for thinking about life after full-time work. Participants leave with better questions, clearer priorities and an actionable way to design what comes next.
The meaning, direction and contribution that make life feel worthwhile.
The relationships, communities and sense of belonging that keep us connected.
The interests, experiences and pursuits that create energy, curiosity and joy.
The things we learn, build, create, improve, mentor or contribute.
The daily and weekly rhythm that supports energy, health, freedom and fulfillment.
Audience Fit
Professional and Easy to Host
Experience That Connects Leadership and Life Transition
Arthur Schwartz, PCC, is an executive coach, leadership facilitator and retirement-transition coach with more than 35 years of experience helping professionals and organizations navigate change.
As an independent coach and facilitator, Arthur spent 18 years partnering with global technology companies—including Cisco—coaching leaders and delivering leadership-development programs around the world.
After navigating his own transition from full-time work, Arthur created the Five Ps™ Retirement Framework to help successful professionals build lives that remain purposeful, connected, active and fulfilling. His speaking style is warm, practical, conversational and grounded in real life.
ICF PCC • 35+ years • 18 years partnering independently with Cisco and other global organizations • Virtual nationwide and in person by arrangement
Booking Is Simple
Share your audience, goals, preferred format and possible dates.
Arthur recommends the best topic, length, interaction and participant resources.
Arthur delivers the program and your audience leaves with insight, reflection and a clear next step.
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