Relaxing Retirement ‘Members Only’ Events

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.

The White Heat Swing Orchestra


Our Fall 2013 Relaxing Retirement Member Appreciation Event was an entertaining evening of cocktails, dinner and dancing to the sounds of The White Heat Swing Orchestra, “Boston’s Best Dance Band”.

Under the direction of Craig Ball, WHSC was everything we hoped for. They were excellent!

A host of members mentioned that the evening of ’big band’ sound and dancing brought back so many memories for them.

Our special guest lead dancer, Karen Leeds, also did a great job kicking things off by leading a big group on the dance floor which created a lot of laughs.

We were thrilled to see so many of our members spend most of their evening on the dance floor.

As with all of our events, one of the best takeaways we hear about is the other members you get to meet and share stories and experiences with.

So much of the feedback we’ve received so far centered around this and we think it’s great!

Relaxing Retirement Members
Become “Younger Next Year”!

with Best Selling Co-Author Chris Crowley

The older I get, and the longer I work with each of our Relaxing Retirement members, the more I’ve come to realize just how important your good health is. If you’re not vibrant and healthy, all the money and financial confidence in the world is of no value to you because you can’t enjoy it.

At our Spring 2013 Event, we were fortunate to have Chris Crowley join us. Chris is the NY Times bestselling co-author (with leading NY internist Henry S. Lodge M.D.) of “Younger Next Year and Younger Next Year for Women…How to Live Strong, Fit, and Sexy Until You’re 80 and Beyond” which have been called ‘The Boomers’ Bible’ and ‘The Best Thing Ever Written’ about fitness and wellness for the Baby Boom generation.

Now in his late 70s, Chris is Dr. Lodge’s star patient turned spokesperson for what he calls “The Revolution in Aging”.

His message was so important for all of us. It’s one thing to read the book, which I strongly recommend. However, it’s quite another to be inspired, in person, by someone who’s walking his talk. And, that’s exactly what Chris did.

You couldn’t help but be energized by the possibilities that he laid out.

When Chris was finished, in addition to singing books for everyone, we passed the microphone as many of our Relaxing Retirement members asked questions and shared comments and experiences about this incredibly important topic of becoming functionally younger every year!

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.

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.

 

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