TALKING POINTS

• 5 years later: How COVID-19 affected retirement planning 
• Living a fulfilling retirement doesn’t require hitting an arbitrary financial benchmark—it requires creativity, adaptability, and purpose.
• How professionals are redefining success and creating their second act.
• Innovative financial strategies and guidance for midlife professionals seeking to transition into new careers or entrepreneurial ventures without prior experience.
• Why the concept of retirement is evolving—retirement is an opportunity to transition into pursuits that are rooted in personal fulfillment and self-growth. 
• Retirement offers a chance to redefine what it means to grow older in society, proving that it is a time to flourish, rather than struggle. 
• Real-life examples of midlife transformations that prove it’s never too late to reinvent yourself.
• The media often portrays aging or retirement as synonymous with decline, but this narrative ignores the creativity and potential for growth that retirees bring to this stage of their lives. 

TIMELY TIE-INS

February 

• National Senior Independence Month

• International Expect Success Month

• International Boost Self-Esteem Month

• International Book Giving Day – 14

March

• International Ideas Month

• Refired Not Retired Day – 1

• I Want You to Be Happy Day – 3

• National Older Workers Employment Week – 9-15

• International Ask a Question Day – 14

• Act Happy Week – 21

• International Day for Achievers – 24

April

• Stress Awareness Month

• Financial Independence Awareness Day – 25

• Tell a Story Day – 27

May

• Mental Health Awareness Month 

• Renewal Day – 4

• National Tourism Day – 7

July

• International Self Care Day – 24

August

• National Financial Awareness Day – 14

September 

• National 401(k) Day – 5

October 

• National Retirement Month

• Longevity Awareness Month 

• National Savings Day – 12

• National Retirement Security Week – 19-25

• World Savings Day – 31

November

• National Entrepreneur Day – 18