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Imagine ‘squeezing all the juice out of retirement’! By interviewing dozens and dozens of retirees, Dr. Riley Moynes has discovered a framework that can help make more sense of this challenging chapter of our lives…one that, for many, could well last for 1/3 of our lives…30 years or more.

If you are retired, this talk will help make things much clearer for you. If you’re not, it will provide you a ‘heads up’ as to what to expect when you do.

In identifying the Four Phases of Retirement that most of us experience, Riley guides you through the Vacation Phase, the Phase where we feel Loss and Lost, the Trial and Error Phase, and finally, the Breakthrough Phase where retirees can ‘squeeze all the juice’ out of retirement.

Learning Objectives:

1. Identify the Four Phases of Retirement

2. Learn the Five Significant Losses that come in Phase Two

3. Identify your ‘Unique Ability’

4. Create a plan to make your own ‘dent’ in the universe.


*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.


Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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A CFP ID number will be required in order to receive CE credit for this webinar.