You’ve crossed milestones, built a career, and achieved a level of success many aspire to. But what’s next — and how do you make sure your next chapter is both meaningful and financially secure?
Beyond the Finish Line: Designing What Comes Next is a workshop designed for professionals who are ready to look beyond the spreadsheets and reimagine what life after peak career can be.
Beyond the Finish Line: Designing What Comes Next is a workshop designed for professionals who are ready to look beyond the spreadsheets and reimagine what life after peak career can be.
|
This is not a passive seminar. Expect guided reflection, scenario exercises, and lively conversation — all designed to help you move from achievement to alignment. You’ll leave with tools and insights that make your next chapter feel not just possible, but exciting. |
In this interactive, experiential session, you’ll:
✅ Examine the financial realities and misconceptions that shape retirement confidence. ✅ Explore what fulfillment looks like beyond professional identity. ✅ Identify hidden “non-financial risks” that can derail even the best-laid financial plans. ✅ Align your goals, lifestyle, and resources into a cohesive, forward-looking vision. |
Led by:
💼 Diamond Chaflawee, Financial Planner — demystifying the numbers behind lasting security.
🎯 Joy Levin, CPRC, Certified Professional Retirement Coach — guiding you to discover what purpose and connection look like now.
What You’ll Gain
- A clearer sense of what’s financially and personally possible
- A framework to evaluate both financial and non-financial readiness
- A personalized “Readiness Scan” connecting goals with actionable steps
- Confidence and motivation to design, not drift, into what’s next
Good to Know: FAQs
Who is this workshop designed for?
Professionals considering their next chapter — whether they are planning to retire soon, transitioning out of a peak career, or already retired and reassessing what comes next. The session is built to serve both groups because the underlying questions about purpose, identity, financial clarity, and lifestyle alignment apply at multiple stages.
I've already retired or I'm not sure when I'll be retiring - should i still attend?
The workshop focuses on understanding what you want your next chapter to look like and how to make it sustainable. Participants who are already retired often gain clarity about course-corrections and opportunities they hadn’t considered. Those planning ahead use the tools to anticipate risks rather than react to them.
How is this different from a traditional retirement seminar?
Typical sessions focus almost entirely on financial projections and investment mechanics. This workshop integrates the life side (purpose, identity, social connection, structure, emotional risk) with the financial side (clarifying misconceptions, understanding key financial drivers, and testing the feasibility of different visions).
The format is interactive — you’ll work through exercises, not sit through a lecture.
The format is interactive — you’ll work through exercises, not sit through a lecture.
Will you cover financial advice?
No specific investment advice will be provided. Diamond will focus on helping participants understand financial concepts, common misconceptions, and the variables that influence long-term sustainability. You’ll learn how to think about the numbers without being sold a product.
What will Joy’s portion focus on?
Joy will guide you through experiential exercises that surface non-financial risks — loss of identity, lack of structure, decreased social connection, uncertainty about purpose — and help you define what a meaningful and energizing next chapter looks like. Her part provides the “life architecture” that you can then align with the financial realities Diamond presents.
Do I need to share anything personal with the group?
Participation in discussions is optional. Exercises are designed so attendees can work privately, share selectively, or stay quiet if they prefer. The session does not require group disclosure to be useful.
Will I walk away with something concrete?
Yes. You’ll leave with:
- A personalized "Readiness Scan" that synthesizes your values, goals, risks, and opportunities
- A clearer understanding of the financial levers that influence your lifestyle choices
- A personal action step to pursue after the workshop
- Optional follow-up resources if you want to deepen the work
Do I need to have anything for the session?
You'll be provided with some worksheets before the session. Just be seated comfortably with those worksheets and a pen and you'll be all set!
Will the session be recorded?
To promote candid reflection and privacy, the workshop will not be recorded.
