April 2015 Luncheon Meeting

Retirement: It’s about Much More than Money!

Speaker: Sara Zeff Geber, Ph.D.

Meeting Description

For most Silicon Valley financial planners, baby boomer clients are the bread and butter of today’s business. Now, as they approach the typical retirement age, that transition is front and center in their minds. Some have courageously taken the leap already, but most are still out there working, many in the youth-oriented tech sector. Their big question for you is “do I have enough?” but that magic and often-elusive answer is just the beginning of defining a much larger landscape.

Each successive generation is living longer than its predecessor, thanks to better health care and medical science. Not only does the nest egg have to last longer, the whole trajectory of life has been fundamentally altered. Are we really finished being productive citizens at the age of 65? How prepared are you to help your clients face that new landscape of life after 65? Can you help them embark on the next phase of life from a holistic perspective?

In this session you will learn the eight keys to a successful retirement in today’s milieu and how to help your clients unlock their feelings and thoughts about how to manage each of those areas and make the decisions critical to getting started.

CE is not available for this session.

Speaker Biography

Dr. Sara Zeff Geber is a certified retirement coach and the founder of LifeEncore.™ She is an expert in the retirement transition for boomers. Sara was among the first professionals in the field to recognize that the Baby Boomers would re-invent the whole notion of retirement and aging in a positive and exciting way. With her coaching, writing and speaking, Dr. Geber helps people understand what they need to do to prepare for the future – retirement and beyond.

Sara has a Ph.D. in Counseling and Human Behavior, an M.A. in Guidance and Counseling, and a B.A in Psychology. As a former management consultant, she has worked successfully, both nationally and internationally, with multi-billion dollar corporations, small to medium-size organizations, and forward-thinking individuals.

A native of the San Francisco Bay Area, Sara is an active member in the Financial Planning Association of Silicon Valley, the Life Planning Network, and Women in Consulting. She is on the leadership team for the NorCal Life Planning Network (LPN) and is a board member for LPN National. In her scarce spare time Sara sings soprano in Schola Cantorum, a premier Silicon Valley choir, skis in the winter and grows vegetables in her garden in the summer. She lives with her husband and their canine companion in northern California.

Pricing and Registration

Online Registration is open through Monday, April 6th. At-the-door registration is available but limited.

Advanced pricing is available through April 6th:
FPA Members and First Time Visitors: $40 Non-Members: $60

After April 6th:
Members and Non-members: $60

No refunds after 12:00 pm Tuesday, April 7th.