Retirement Life Planning –

Beyond The Financials


Retirement Life Planning -
Beyond The Financials

Most enter retirement with a great deal of excitement but also with a healthy dose of anxiety.  Those who do any planning, focus exclusively on the financial aspects, which are critical but far from sufficient to provide them with the retirement they have worked so hard to deserve.  Retirement life planning, beyond the financials, helps pre- and post-retirees think about and plan for the challenges they may face and the opportunities that may come their way.  It also provides them with an approach to “practicing retirement” while still working and a framework to answer the question, “When should I retire?”


Learning Objective:

  • Ensure EPI attendees understand the importance of retirement life planning
  • Introduce EPI attendees to the concepts and tools of retirement life planning
  • Provide resources that will help them help their clients in this area
  • Enable attendees to envision further differentiating them in the marketplace by bringing retirement life planning to their clients


About the Presenter:

Learn from Alan Spector, Author, Retirement Life Planning Speaker and Coach, Strategic Planning Consulting.

Meet the Presenter



Registration is free! Thank you to our sponsors:



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Alan Spector

Alan Spector

Author, Retirement Life Planning Speaker and Coach, Strategic Planning Consulting.

Meet Alan Spector.

Since retiring from the Procter & Gamble Company as a Director of Worldwide Quality Assurance in 2002, Alan Spector has authored eight books, including two, Your Retirement Quest (coauthored with Keith Lawrence) and After the Cheering Stops, that guide readers to plan for the crucial non-financial aspects of retirement.  For the past decade, Spector has spoken across the country, blogged extensively, and personally coached pre- and post-retirees about retirement—Beyond the Financials.

He is a strategic planning consultant for local nonprofits and large cancer organizations across the country.  Spector continues to play baseball with “kids his own age” in local leagues, in winter tournaments in Florida, and he has played internationally.  He is also a nonprofit board member, community volunteer, gym rat, avid crossword puzzle solver, and most importantly, the active and proud grandfather of four.  Spector lives here in St. Louis with his wife, Ann, with whom he travels extensively.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).