Wednesday, July 31, 2024 | 2:45 pm - 5:30 pm

McMenamins Kennedy School | 5736 NE 33rd Avenue Portland, OR 97211

Registration Details

Registration includes one-hour education session, hosted bar, and networking with our sponsors and exhibitors.

Early Registration through Friday, June 28th: 

FPA Member: $55
Non-member: $75

Registration Beginning June 29th:

FPA Member: $65
Non-member: $85

Register TODAY!

Session & Speaker Details

Navigating Retirement Transitions: Beyond the Numbers
Presented by Kirsten Meneghello, JD, PCC, CPRC

The decision to retire from work is often based on two numbers: our age and how much we have saved. However, the transition to retirement is a huge life transition that many of us are not equipped for. It can be fraught with many issues such as loss of identity, reduced social interactions, changes in family relationships, lack of routine and structure, and finding a new sense of meaning and purpose.

These issues may loom large in your clients’ minds, but they may not be discussed. Or perhaps they are unaware of all the changes that the transition to retirement entails. Your support as a trusted advisor is crucial to helping your clients navigate this major life transition successfully.

Learning Objectives:

• The scope of non-financial issues that arise during this transition to retirement (emotional, mental, social, spiritual).
• Questions that you can ask your clients to better understand their needs.
• A specific tool that your clients can use to gauge their level of satisfaction with various aspects of their life.

Meet your Speaker: 

Kirsten Meneghello, JD, PCC, CPRC, is an experienced certified coach through the International Coaching Federation. She founded Illumination Coaching to help corporate leaders navigate difficult conversations with confidence. In addition, she’s a Certified Professional Retirement Coach and assists professionals to make the big leap from full-time career to retirement. She helps people to create realistic expectations about this transition, normalize their feelings, identify their values and needs, and design a plan for their next chapter of life.

Kirsten is an attorney and has career experience in financial services and charitable estate planning. She is the immediate Past President of the statewide chapter for professional coaches (ICF Oregon), a member of Women in Insurance and Financial Services, and the Portland Business Journal’s BizWomen Coalition.

*Awarded 1 CEU through the CFP board and Oregon Insurance.

Thank you to our Sponsors!

Platinum Sponsors

Kim Dodge Phone: 503-595-1600 Email: [email protected]	Ryland Puzzitiello Phone: 310-576-1155 Email: [email protected]

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Gold Sponsors

Charlie Martin Phone: 303-226-1483 Email: [email protected]	Michael Law, CFP® Phone: 612.844.4746 Email: [email protected]

Silver Sponsors

Alex Sorosky Phone: 503-726-2069 Email: [email protected]	Christine Neimeth Phone: 503-720-6367 Email: [email protected]
Sandie K Rodda, CIMA Phone: 503-307-8567 Email: [email protected]