Being a Relaxing Retirement Coaching Program™ member goes so far beyond the typical ‘client-advisor’ relationship.
Frequent “Members Only” Events provide an opportunity to benefit from the wisdom of expert guest speakers in a variety of fields who provide solutions to issues facing our members.
Relaxing Retirement events provide something even more important: a place to socialize and have a lot of fun with all of our Relaxing Retirement members who are all experiencing the same retirement stage in life.
George’s “Murder Mystery” Retirement Party
Murder was on the menu for the Fall 2012 Relaxing Retirement Members Only Event!
This was a really fun evening with great food and drinks, engaging conversation, a bit of mystery and intrigue, and a bunch of laughter.
A “crime” was committed during an interactive mystery facilitated by real actors, and it was our job to help them solve it
Your Family’s Solution:
The “What To Do When I’m No Longer Here” Program
This was not exactly the easiest topic to discuss in a group setting. After all, who exactly woke up that morning looking forward to planning for what happens when you’re no longer here!
However, we decided that it was too important not to do it. That’s how vital we believe this is.
Given the turnout and incredible feedback we received, it’s clear that we made the right decision.
The Relaxing Retirement Wine Tasting Extravaganza
featuring Christine Ansbacher, The WINE DIVA
Christine is one of the nation’s most sought-after wine speakers. She was dubbed “The Wine Diva” at a wine tasting dinner held at the Metropolitan Opera in New York because she’s not just a wine educator, but a wine entertainer who instructs with a healthy dose of theatrics, quips, quotes and jokes.
Christine provided us with fantastic tips while keeping us all entertained at the same time. She even got us into the act as Pat, Lisa, and Julie demonstrated each wine tool for everyone right along with Christine.
At the conclusion of the tasting, there was a Pop Quiz and four tables of members walked away with a bunch of prizes including crystal stem wine glasses, Legacy 3-in-1 Cork Pops, Rabbit Aerating Pourers, and Private Reserve Wine Preservers.
As you’ll see in the video, Jack even got into the act as Christine had Jack open a bottle of champagne with a saber like they would in the old days!
A Relaxing Night at Sea
Aboard The Odyssey Rowes Wharf, Boston Harbor
Relaxing Retirement Members experienced a great night of dinner and dancing overlooking the spectacular Boston skyline from the water as we cruised around Boston Harbor aboard The Odyssey.
Relaxing Retirement Member Appreciation Cocktail Party
“Let’s Make a Deal”
Jack did his best playing Monty Hall in our version of Let’s Make a Deal. However, Pat, with help from Lisa and Julie, stole the show introducing all of the prizes. They were terrific.
There were 23 different winners who won everything from retail gift cards, to special gift baskets, to dinner at The Capital Grille, to a night out at the Boston Pops, to a weekend down at Ocean Edge Resort on the Cape.
Relaxing Retirement Member Event
Guest Speakers Have Included
Richard Dahlberg, Head of Income Securities and Senior Portfolio Manager
Scott Davis, Director and Senior Equity Portfolio Manager
And Harvey Hirschhorn, Chief Portfolio Strategist from Columbia Management
During the financial “crisis” that the entire world was experiencing, Dick, Scott, and Harvey shared their views on what was happening and how to prudently navigate through it all.
Dr. Chris Kwolek, M.D. – “What You Need To Know About Your Vascular Health”
Given that the average age of a Relaxing Retirement Member is in their 60s when we meet for the first time, in addition to seeing a wide range of what I refer to as “financial health”, I also see a wide range of “physical health” as well. Some in fantastic health, and others who are not.
The challenge is that you can have all the money in the world, but if you don’t have vibrant health to enjoy it, that money really isn’t worth very much to you!
That’s why we’ve had two medical doctors speak with our Relaxing Retirement Members on two different occasions.
One was Dr. Chris Kwolek who is the Chief of Vascular Surgery at Newton-Wellesley Hospital and a Vascular Surgeon at Massachusetts General Hospital.
Dr. Kwolek did a great job of clarifying the dangers we all need to know about, and laying out all of our options when trying to secure a long and healthy life.
Sean Rockett, M.D. – “Treating Arthritis: A Joint Effort”
At another Relaxing Retirement Event, we were fortunate to have Dr. Sean Rockett, Board Certified Orthopaedic Surgeon and Assistant Clinical Professor at Tufts University School of Medicine, as our expert guest speaker.
Dr. Rockett did a terrific job breaking this complex issue down into a format that we all could understand and learn from. When Dr. Rockett was finished, he fielded over 50 questions from the group! As we do at all of our events, we passed a microphone and many Relaxing Retirement members had an opportunity to ask questions directly to Dr. Rockett.
Ed Estey from Harvard Pilgrim Health Care
One of the challenges everyone faces in retirement is what to do about health insurance, and most recently, Medicare Part D.
Ed did a terrific job laying out all of the options available today in ‘plain English’.
Jay Bernten and Jeff Weise from Vista Travel
Traveling is a big part of the lives of many of our Relaxing Retirement Members.
Jeff and Jay introduced us to some wonderful travel opportunities and experiences that are way beyond what we can find by ‘surfing the Internet’.
Sam Wardwell, Director of Investment Communications at Pioneer Investments
Sam, a frequent contributor to CNBC’s Squawk Box, discussed “Breaking Down The Wall of Worry” The U.S. Economic and Market Outlook.
As opposed to the sensationalized news that is ‘selectively chosen’ and reported every day, Sam’s presentation was all based on solid economic numbers.
It was a real eye-opener for everyone in attendance.
Relaxing Retirement Members also receive a CD recording of our expert guest speaker, along with any handouts given to attendees.