Speaking & Workshops

Bring a Meaningful Retirement Program to Your Community

Invite Arthur Schwartz, PCC, to lead a practical, engaging conversation about the life side of retirement.

Programs can be tailored for financial-advisor clients, retirement communities, libraries, lifelong-learning programs, service organizations, and corporate pre-retirement audiences.

In Person or Virtual

45–90 Minutes

Audience-Specific

Five Ps™ Resources

A Straightforward Process

Booking Is Simple

1

Start the Conversation

Share your audience, event date, goals, and preferred format.

2

Shape the Program

Arthur recommends the best length, level of interaction, and supporting materials.

3

Create a Meaningful Experience

Your audience leaves with reflection, practical ideas, and a clear next step.

Participants engaged in a retirement workshop

Program Options

Choose the Format That Fits Your Audience

60-Minute Talk
Presentation, guided reflection, and audience questions.

90-Minute Interactive Workshop
More discussion, exercises, and application of the Five Ps™ Framework.

Custom Multi-Session Series
A deeper experience for organizations that want participants to explore retirement over time.

Programs can be delivered in person or virtually and adapted to the interests, experience, and size of your group.

Professional and Easy to Host

Every Engagement Includes

Planning Conversation

A focused conversation about your audience, event, and desired outcomes.

Audience Customization

Examples and emphasis adjusted to fit your group.

Professional Coordination

Clear communication before the event and a dependable setup process.

Participant Resource

An optional Five Ps™ worksheet or supporting handout.

Interactive Q&A

Time for practical questions and audience participation.

Follow-Up Materials

Helpful resources participants can continue using after the program.

What Hosts Appreciate

Warm, Thoughtful, and Grounded

Arthur creates a welcoming environment for honest reflection without turning the program into therapy or personal advice-giving.

His approach is optimistic and practical. Participants are invited to think deeply, but no one is pressured to disclose personal information.

The result is an experience that feels relevant, respectful, engaging, and easy for an organization to host.

Hosts Can Expect

  • Professional, engaging facilitation
  • Clear boundaries and no therapy
  • Simple setup and coordination
  • Flexible delivery options
  • Useful participant materials
  • A respectful, encouraging tone

Who It Is For

A Strong Fit for Many Communities

Financial Advisors

Client events that complement financial planning with the life side of retirement.

Retirement Communities

Programs for residents, associations, and active-adult communities.

Libraries & Lifelong Learning

Educational programs for curious, engaged adults.

Corporate Programs

Pre-retirement education for employees preparing for a major transition.

Service Organizations

Rotary, Kiwanis, chambers, nonprofits, and community groups.

Conferences & Associations

Breakouts, keynotes, workshops, and member programming.

About Arthur

Credibility Without Corporate Formality

35+ Years

Helping professionals and organizations navigate leadership, change, and transition.

18 Years

Partnering independently with global technology companies, including Cisco.

PCC Credential

Professional Certified Coach through the International Coaching Federation.

Five Ps™ Creator

A practical framework for purpose, people, projects, pace, and passion.

No Pressure, No Obligation

What Happens After You Reach Out

Arthur will contact you within two business days to learn about your organization, audience, and event goals.

Together, you will determine whether the program is a good fit and which format would create the most value. You do not need to have every detail figured out before beginning the conversation.

“Let’s create a program that fits your audience.”

Arthur Schwartz, PCC

For Event Planners

Speaker Information Kit

A concise speaker kit can provide Arthur’s biography, presentation overview, learning outcomes, delivery formats, technical needs, emcee introduction, photographs, and contact information.

Kit Contents

  • Short and extended biography
  • Program description
  • Learning outcomes
  • Audience and format options
  • Technical requirements
  • Suggested emcee introduction
  • Contact information

Start the Conversation

Let’s Create an Experience Your Audience Will Remember

Whether you are planning a client event, retirement workshop, conference, community program, or multi-session series, Arthur would be glad to learn about your audience.