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Third Age Life Planning: A Holistic Approach
December 5 (evening) and 6, 2007
A Pre-Conference and Conference Track offered in conjunction with
Beyond the Cutting Edge, National Positive Aging Conference
December 6 – 8, 2007
Eckerd College, St. Petersburg, Florida
The Conference Program is available. .pdf format
View and Print Conference Program
The moment of opportunity is now. With visions of positive aging dancing in their heads, waves of Baby Boomers began hitting the metaphorical beach in January. They are embracing the newly recognized life stage – known variously as third age, midlife and beyond, the bonus years and second half of life – determined to create purposeful lives that express their talents, feed their passions, channel their energies and drive positive change.
The Life Planning Network sees a robust professional opportunity for life coaches, career counselors, retirement consultants and related professionals to inspire and guide those Boomers who will thoughtfully approach this new life stage. With 77,000,000 of them, there will be plenty for all of us – even if one tenth of 1% seek professional guidance! Already in the queue are the pre-Boomers, another 30 million age 61-75, who have begun to redefine work, aging and retirement.
A holistic model for Third Age Life Planning
We are on the leading edge of the burgeoning field of third age life planning. This is not the old retirement planning that only addressed finances. A holistic model that encompasses a broad spectrum of life planning services and resources will best serve the pre-Boom and leading-edge Boomer population.
The time is right for a national conversation that explores a holistic model, one that recognizes all aspects of people’s lives and involves partnerships with professionals from diverse fields such as health care, financial and estate planning, housing, community and social service, business and the arts.
The time is also right to create a national organization that establishes professional standards and best practices, fosters partnerships with professionals in diverse fields, shares resources and information, and develops and mentors new leaders in the Positive Aging movement.
The pre-conference
The Third Age Life Planning pre-conference opens December 5 with an evening keynote address delivered by Gene D. Cohen, M.D., Ph.D. Dr. Cohen is the author of The Mature Mind: The Positive Power of the Aging Brain and The Creative Age: Awakening Human Potential in the Second Half of Life. He is also director of the Center on Aging, Health and Humanities at George Washington University, where he is professor of health care sciences and psychiatry.
The following days will include presentations and discussions with other renowned authors and thought leaders, including Helen Dennis, Richard J. Leider and William A. Sadler, Ph.D., as well as interactive workshops from selected conference participants.
Our intention
The purpose of this first-ever life planning pre-conference is to stimulate cross-fertilization, communication, and collaboration among professionals from around the country within the emerging field of third age life planning.
Participants may choose to continue and deepen the conversation by participating in the life planning track of the National Positive Aging Conference. Throughout both the pre-conference and the life planning conference track, we will offer presentations and dialogue with major speakers, highly interactive workshops, facilitated town-meeting/world café discussions, and working groups. In addition, there will be opportunities for program exchange and networking sessions.
Who should join us
For the pre-conference and the life planning track, the Life Planning Network is targeting thought leaders and practitioners in third age life planning, retirement coaching, adult development, career and work specialists, and other related professions.
Together we will:
- Plumb the third age life stage from the body, mind and spiritual perspectives with well-respected thought leaders.
- Raise awareness of the value of life planning for midlife and beyond, from the vantage point of diverse professions.
- Introduce, elaborate on, and achieve support for an integrated (holistic) model for life planning.
- Build broad understanding of and support for standards and competencies for life planning professionals serving this population.
- Explore effective practices and research in this area and find ways to share across disciplines, professions, and regions.
- Take steps toward creating a national network of professionals serving midlife transition and ongoing needs of third-agers.
- Create ripple effects as inspired participants apply their learning in their work and communities.
We will focus on two aspects of life planning:
- Professional development for providers of life planning and related services for third-agers (our primary focus) and
- Organizational development of a national network of diverse professionals for the purpose of sharing ideas, information, values and resources related to third age life planning.
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Introducing LPN's angel: SecurePath by Transamerica -
As many of you know, LPN has an angel, a forward thinking financial services organization that has partnered with us and provided a generous gift of $50,000, for our Life Planning Pre-Conference and Conference Track.
SecurePath by Transamerica is a new service offering created specifically for individuals entering the "third age" and is designed to assist the life transition to and through retirement. They offer a broad array of unique financial strategies and referral services. You will have an opportunity to meet and learn more about them in St. Petersburg.
Mark Foster, VP Marketing and Communication put it this way, "As some 78 million consumers begin to enter this stage of life, it's important to recognize the internal struggles they are going through to sort out how they'll approach planning for a potentially long retirement. At SecurePath by Transamerica, we recognize that preparation for this phase of life and making the transition into it, goes far beyond the financial planning aspect."
Visit www.securepathbytransamerica.com today to learn more.
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Presenters and Workshop Titles
The Life Planning Network is pleased to announce the presenters and workshop titles for the Pre-Conference and the Life Planning track of the Positive Aging Conference. In alphabetical order, they are:
- Ron Browne and Jacquelyn Browne - Considering Diversity in Life Planning
- Jan Hively - The Role of Meaningful Work in Third Age Planning
- Donna Krone - Sacred Conversations: Ethical Wills and Legacy
- LPN Leadership et al. - Growing Life Planning Networks: What Do We Want and How Do We Make it Happen?
- Fred Mandell and Kathy Jordan - The Creative Dilemma: What the Great Masters of Art Can Teach Us About Third Age Transition and Personal Transformation
- Will Prest, Betsy Cole et al. - On the Cutting Edge: Bringing Together Life Planning, Financial Planning, and Business in the Service of Third Age Transitions
- Kate Schaefers - Encore Living: A Holistic Model of Living Fully in Midlife and Beyond
- Sharon Sokoloff, Helen Dennis, George Klavens - Striving for Excellence: A Groundbreaking Forum
- Howard Stone, with Ron Mannheimer, Lin Schreiber, Jan Fulwiler - We Built It and They Came: A Conversation with Four Successful Marketers
These sessions were selected by an esteemed advisory board created by LPN's Conference Committee to review proposals. We had a terrific response to our RFP and are very excited about the slate. Our next update will include additional workshops, descriptions of all workshops, and bio's of the presenters.
Other program offerings you will not want to miss:
Pre-Conference Keynote address by Dr. Gene Cohen, author most recently of The Mature Mind. His talk is titled "Psychological Growth and Development with Aging: New Concepts and Findings Relevant to Accessing Potential and Creativity."
Pre-Conference Opening Panel: A Unique Life Phase: How Theory and Research Inform Third-Age Life Planning with panelists Dr. Valerie Bentz, Dr. Gene Cohen, Dr. William Sadler, moderated by Dr. Margaret Newhouse. Followed by a World Café dialogue about what defines third-age life planning and what we need to know to be competent practitioners.
Helen Dennis, retirement planning pioneer, author of The Renewment Project: The First Retirement Model for Career Women (forthcoming) on "Bracing for the Retirement Revolution."
Richard J. Leider, PhD, author with David A. Shapiro of Claiming Your Place at the Fire: Living the Second Half of Your Life on Purpose, will speak on "Something to Live For: How to Save and Savor the World in the Second Half."
Who we are
The Life Planning Network is a young, regional (New England) organization of professionals from diverse fields who share a commitment to advancing the practice of intentionally crafting the post-midlife bonus years in order to maximize the opportunities for a vital, fulfilling, and contributing third age. We embrace a holistic approach to life planning, one that includes collaboration with diverse practitioners who share common values, beliefs, and a holistic framework. Please explore the rest of our website at your leisure: www.lifeplanningnetwork.org.
Learn more
To learn more about the National Positive Aging please visit www.eckerd.edu/positiveaging.
Register Today NOTE: Registration is limited and filling fast.
You can register online for both the Pre-Conference and the Conference, please visit www.eckerd.edu/positiveaging/registration.php.
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