For Financial Advisors
Give Clients More Than a Retirement Plan. Give Them a Conversation About the Life It Will Fund.
Host a practical, engaging Five Ps™ webinar that helps clients prepare for the human side of retirement—purpose, identity, relationships, meaningful activity and daily life after work.
A Distinctive Client Experience
A hosted retirement webinar that is easy for your firm—and meaningful for clients.
- 45–60 minutes plus Q&A
- Virtual nationwide or in person by arrangement
- Audience-specific examples and interaction
- Five Ps™ participant reflection resource
- No financial advice or product promotion
The Opportunity
Your Clients May Be Financially Ready—and Still Personally Unprepared.
Clients spend years preparing their portfolios for retirement, but often spend far less time preparing their lives. They may have a sound income strategy and still wonder who they will be without work, how they will structure their days, what retirement will mean for their relationships and what will give this chapter purpose.
A hosted webinar gives you a natural way to begin those conversations while reinforcing the value of the financial plan you have already helped them build.
Deepen Relationships
Show clients that your concern extends beyond assets to the quality of the life those assets are intended to support.
Differentiate Your Practice
Offer thoughtful retirement education that goes beyond market updates, Social Security and tax planning.
Create Better Conversations
Give clients and couples a shared vocabulary for discussing what they want retirement to look and feel like.
Featured Client Webinar
Beyond the Financial Plan
A sound financial plan answers whether a client can afford to retire. It cannot answer how that client will create identity, meaning, relationships, structure and fulfillment after work. In this interactive program, Arthur introduces the retirement gap and the Five Ps™ framework for designing the life the financial plan is intended to fund.
Clients will:
- Recognize the important retirement questions that fall outside the financial plan.
- Explore Purpose, People, Passion, Projects and Pace.
- Identify one area that deserves more attention.
- Begin a more productive conversation with a spouse, partner, family member or advisor.
Program Details
Format: 45–60 minute hosted webinar plus Q&A
Delivery: Virtual nationwide or in person by arrangement
Participant resource: Co-branded or host-approved Five Ps™ reflection worksheet
More Client Programs
Choose the conversation that best fits your clients.
Retire From Work, Not From Life
A broad Five Ps™ introduction for clients approaching or entering retirement.
Who Are You When the Title Goes Away?
Especially relevant for executives, business owners and accomplished professionals leaving demanding roles.
Couples in Retirement
A practical conversation about time, independence, relationships, expectations and shared priorities.
Easy to Host
Arthur makes the webinar simple for your team to host.
1. Choose the audience and topic
Arthur learns about your clients, goals and preferred tone.
2. Agree on the format and date
Your firm hosts and promotes the event; Arthur provides the program description, biography, photograph and technical requirements.
3. Customize the experience
Examples, interaction and participant materials are adjusted to fit your client population.
4. Deliver the webinar
Arthur presents an educational, engaging program under clearly defined professional boundaries.
5. Offer a thoughtful next step
Participants receive an approved resource and may choose to contact Arthur independently if they want deeper support.
Clear Roles and Boundaries
The program complements the advisor relationship. It does not compete with it.
- No investment, tax, legal or insurance advice.
- No product recommendations or financial-plan critique.
- No therapy or personal advice-giving during the webinar.
- No sharing of participant information without permission.
- No high-pressure sales presentation.
Your Firm
Financial planning, investments, tax coordination, estate-planning coordination, insurance and risk management.
Arthur
Purpose, identity, relationships, meaningful activity, daily structure, pace and the personal transition into life after work.
Coaching Referral Option
When a Client Needs More Than a Webinar
Some clients will recognize that they want personalized support as they redefine purpose, identity, relationships and everyday life. Arthur offers individual and couples retirement-transition coaching as a complement to—not a replacement for—the advisor’s work.
Any coordination occurs only with the client’s permission, and the client’s coaching conversations remain private within the boundaries of the coaching agreement.
Why Arthur
Experience, warmth and clear professional boundaries.
- ICF Professional Certified Coach (PCC)
- More than 35 years helping professionals navigate change
- 18 years partnering independently with Cisco and other global organizations
- Creator of the Five Ps™ Retirement Framework
- Warm, conversational delivery for accomplished adults and couples
- Available virtually nationwide and in person by arrangement
Offer Your Clients a Conversation Their Financial Plan Cannot Provide.
A brief conversation with Arthur can help you choose the right topic, format and audience for a client webinar. There is no obligation, and you do not need to have every detail decided before reaching out.