Maximize Your Retirement Opportunities

Wednesday, April 20, 2016
9:00 a.m. to 2:00 p.m.
The University Club of Chicago

Given advances in medicine and health care, all of us should be planning for a 20-30 year retirement, almost as long of a life phase as a professional career. So often all of our retirement preparation focuses on financial security with little consideration to the activities and pursuits that make this life stage truly rewarding. How do we plan in a more comprehensive manner to meet our full potential? Which possibilities and opportunities are the best fit with your individual personality and values? What habits, practices and factors are essential to long-term happiness and fulfillment?

Altair’s 2016 Spring Forum explores this topic from multiple perspectives: health, purpose, social, and financial. We explore ways to tailor retirement planning for your own unique situation and needs and determine the achievements that will give you the greatest satisfaction. Whether you are already retired or looking towards the future, this interactive forum helps you identify the retirement lifestyle you want and the short and long-term steps in meeting your goals.

Foundational Elements of a Successful Retirement

John E. Nelson, University of Wisconsin, Author, Retirement Coach

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Panel Session: Optimizing Health and Wellness for Prevention and Longevity 
  • Anna Nichols, Altair Advisers
  • Judith Weitzman, Nutrition Coach, Author
  • Laura McGinty, PinnacleCare Private Health Advisory

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Making the Transition to Living off Your Portfolio

Jason Laurie and Michael Murray, Altair Advisers

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Actively Planning for Happiness and Fulfillment

John E. Nelson, University of Wisconsin, Author, Retirement Coach

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