Speaking & Workshops
Designing Retirement
on Purpose
A thoughtful, engaging presentation about the life side of retirement—not just the financial side.
Help retirees and near-retirees explore identity, purpose, relationships, meaningful projects, and the pace they want for their next chapter.
Why This Conversation Matters
Retirement Changes More Than a Schedule
Many people prepare carefully for retirement financially and are surprised by how disorienting the transition can feel emotionally and socially.
Work often provides identity, structure, relationships, contribution, and a built-in rhythm. When those disappear at once, even a well-funded retirement can feel uncertain.
Designing Retirement on Purpose helps participants think beyond the retirement date and begin designing the life they want to live afterward.
About the Talk
Optimistic, Practical, and Reassuring
Designing Retirement on Purpose is a 45–60 minute interactive talk that helps retirees and near-retirees think differently about identity, structure, connection, learning, and contribution.
The presentation is designed to spark reflection without overwhelming participants. It combines practical examples, guided questions, and Arthur’s Five Ps™ Framework.
No one is asked to overshare. Participants can reflect privately, take notes, and choose the ideas that feel most relevant to their own lives.
Participant Outcomes
What Attendees Will Take Away
A Practical Framework
A simple way to think about retirement as a life-design transition.
Greater Personal Clarity
Insight into identity, purpose, relationships, structure, and what matters now.
Fresh Possibilities
Ideas for learning, contribution, meaningful projects, and renewed engagement.
A Healthier Pace
A better balance of structure, flexibility, energy, and rest.
Stronger Conversations
Questions that can help couples, families, and advisors discuss the life side of retirement.
Immediate Next Steps
One or two actions participants can begin without having to figure everything out.
Ideal Audiences
Designed for Groups Navigating What Comes Next
Financial Advisory Firms
Client-appreciation events and conversations that complement financial planning.
Retirement Communities
Programs for residents, associations, and active-adult communities.
Lifelong Learning Programs
OLLI, university extension, and continuing-education audiences.
Libraries and Nonprofits
Community education, service organizations, and public programs.
Corporate Pre-Retirement Programs
Employees preparing for the transition from full-time work.
Clubs and Community Groups
Activity-based organizations, retiree groups, and service clubs.
The Five Ps™ Framework
Five Design Elements for a Fulfilling Retirement
Purpose — meaning, contribution, and what matters now
People — relationships, connection, and belonging
Projects — meaningful work, learning, service, and goals
Pace — structure, energy, flexibility, and rest
Passion — curiosity, enjoyment, creativity, and adventure
Participants leave with a framework they can use immediately—without needing to create a perfect retirement plan.
The Experience
What the Program Includes
Engaging Presentation
Clear stories, relatable examples, and practical ideas.
Guided Reflection
Thoughtful questions with no required public sharing.
Five Ps™ Handout
An optional worksheet participants can use during and after the program.
Audience-Specific Examples
Content adjusted for the group’s interests and stage of retirement.
Question-and-Answer Time
Space for practical questions and shared learning.
Action-Oriented Close
A clear invitation to identify one next step.
Format & Logistics
Flexible for Your Audience and Event
- 45–60 minute keynote or interactive presentation
- 75–90 minute extended workshop option
- In-person or virtual delivery
- Audience-specific examples and reflection questions
- Optional Five Ps™ worksheet or handout
- Moderated question-and-answer period
About Arthur
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, he spent 18 years partnering with global technology companies—including Cisco—coaching leaders and facilitating leadership-development programs around the world.
After navigating his own transition from full-time work, Arthur created the Five Ps™ Framework to help successful professionals design purposeful, connected, and fulfilling retirements.
His speaking style is warm, practical, conversational, and grounded in real life.
Bring the Conversation to Your Organization
Invite Arthur to Speak
Arthur will work with you to understand your audience, event goals, format, and timing. The initial conversation is complimentary and carries no obligation.