Speaking, Webinars & workshops

Help Your Audience Prepare for the Life Side of Retirement.

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.

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In Person or Virtual  •  45–90 Minutes  •  Audience-Specific  •  Five Ps™ Participant Resources

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The Retirement Gap and the Five Ps™

Replace this module with Arthur’s two-minute video after recording.

Why This Conversation Matters

A Financial Plan Can Fund Retirement. It Cannot Tell You How to Live It.

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

Four practical programs for audiences navigating retirement.

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.

Retire From Work, Not From Life

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:

  • Recognize the difference between financial readiness and life readiness.
  • Use the Five Ps™ to identify strengths, gaps and priorities.
  • Choose one realistic action that creates meaning, connection or momentum.

Recommended format: 45–60 minutes plus audience Q&A; virtual or in person

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Who Are You When the Title Goes Away?

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:

  • Understand the identity shifts that commonly accompany retirement.
  • Separate enduring values and strengths from a former title or role.
  • Identify new ways to contribute, connect, learn and remain relevant.

Recommended format: 45–60 minutes plus audience Q&A; virtual or in person

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Beyond the Financial Plan

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:

  • Identify the retirement questions that fall outside the financial plan.
  • Connect financial resources with the life those resources are intended to support.
  • Begin productive conversations with partners, families and trusted advisors.

Recommended format: 45–60 minutes plus audience Q&A; virtual or in person

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Couples in Retirement: Designing the Next Chapter Together

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:

  • Surface expectations about time, togetherness, independence and routines.
  • Distinguish shared priorities from individual needs using the Five Ps™.
  • Choose one conversation or experiment for a more intentional retirement together.

Recommended format: 45–60 minutes plus audience Q&A; virtual or in person

Ask About This Program

The Five Ps™ Retirement Framework

Five Essential Elements. One Meaningful Next Chapter.

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.

Purpose

The meaning, direction and contribution that make life feel worthwhile.

People

The relationships, communities and sense of belonging that keep us connected.

Passion

The interests, experiences and pursuits that create energy, curiosity and joy.

Projects

The things we learn, build, create, improve, mentor or contribute.

Pace

The daily and weekly rhythm that supports energy, health, freedom and fulfillment.

Audience Fit

Who Arthur Speaks To

  • Osher Lifelong Learning Institutes and lifelong-learning programs
  • Financial-advisor client events
  • University retirement and emeriti associations
  • Professional associations and late-career groups
  • Corporate pre-retirement, retiree and alumni programs
  • Retirement communities, libraries and nonprofits
  • Rotary, Kiwanis, chambers and service clubs
  • Couples and community groups

Professional and Easy to Host

What Hosts Can Expect

  • A focused planning conversation about the audience and goals.
  • A presentation tailored to the group.
  • Professional coordination and a simple technical setup.
  • Warm facilitation with appropriate humor and interaction.
  • A practical Five Ps™ participant resource.
  • No therapy, financial advice, product promotion or hard sales pitch.
  • An optional, low-pressure next step for participants.

Experience That Connects Leadership and Life Transition

About Arthur Schwartz, PCC

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

Three Steps to a Meaningful Program.

1. Start the conversation

Share your audience, goals, preferred format and possible dates.

2. Shape the program

Arthur recommends the best topic, length, interaction and participant resources.

3. Create a meaningful experience

Arthur delivers the program and your audience leaves with insight, reflection and a clear next step.

Start a Conversation

Let’s Talk About What Comes Next.

Whether you are considering retirement coaching, planning a speaking program or exploring a client webinar, tell me a little about what you have in mind. We will decide together whether there is a good fit.

How Can I Help?

Choose the Conversation That Fits.

You do not need to have everything figured out. Select the path closest to your interest and use the form  to my right to begin.

Call Arthur
619-253-5514

Email
arthur@accelerantcoach.com

Location
San Diego, California — serving clients virtually

Arthur typically responds within one business day.

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What prompted you to reach out today?
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What Happens Next

Individuals & Couples

Retirement Transition Coaching

For individuals or couples who want greater clarity about Purpose, People, Passion, Projects and Pace in life after full-time work.

Explore Coaching →

Program Hosts

Speaking & Webinars

For associations, service clubs, OLLIs and community organizations seeking an engaging, practical retirement program.

View Programs →

Financial Advisors

Financial Advisor Client Programs

For advisors who want a differentiated educational webinar or event focused on the life side of retirement.

Explore Advisor Programs →

What Happens Next

A Simple, Personal Process.

The goal of the first exchange is clarity—not a sales pitch.

1. You Reach Out

Share what you are considering and any timing or audience details that would help.

2. Arthur Responds

Arthur will personally review your message and suggest the most useful next conversation.

3. We Decide Together

If there is a fit, you will agree on an appropriate next step. If not, you will still leave with greater clarity.

Frequently Asked Questions

A Few Things You May Be Wondering

The first conversation is simply a chance to explore what is happening in your life and whether coaching could be helpful.

How long is the complimentary conversation?

About 30 minutes.

Is there any obligation?

No. The conversation is exploratory and pressure-free.

Do you coach virtually?

Yes. Most coaching is conducted by Zoom.

Do you work with couples?

Yes. Retirement coaching for couples is available.

“Arthur is an extraordinary coach with a rare ability to use storytelling and deep insight into human behavior to transform communication skills. His creativity, humor, and wisdom make him uniquely effective.”

Former Client

Ready When You Are

Let’s Have a Conversation About What’s Next for You.

No pressure. No obligation. Just a thoughtful conversation.

Schedule My Complimentary Conversation