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Marriage and retirement have a lot in common. Just as you can’t plan your entire married life on your wedding day, you can’t plan every aspect of retirement the day you leave work. Making the best out of both requires time, energy, mutual commitment, and intentional planning.

Many couples have been led to believe that retirement is the ideal stage of life, where stress and worry are replaced with peace and joy. Where long romantic walks on the beach are common… new and old friendships blossom… family traditions endure… and travel keeps you active and relevant to the world around you.

In a very broad sense, that truly can happen! However, couples have to realize that they can (and likely do) have some competing priorities and attitudes about retirement. Ideas, thoughts, and feelings that can shift and change as couples move to and through the retirement transition. Making it is critically important to not only identify some of those differences but also set time aside to get off the hamster wheel and truly reflect on the people. Places, and things that are most important about this time of life.

Not communicating what you’re thinking, feeling, and even possibly ignoring about one of life’s biggest transitions can be the source of future arguments and quickly derail your best laid plans. Reality is, it’s common for couples entering retirement to be worried about the impact of a potential stock market crash, so they develop extensive plans to protect their money and future. But none of that will matter if you aren’t protected against a marriage crash.

The good news is that retirement can be the gateway to realizing the life you’ve long envisioned as a couple. “Happily ever after” comes as a result of taking the time to reflect, discuss, and develop a plan that meets both of your needs and desires. After all, a truly successful marriage in retirement isn’t one without problems, but instead, one in which you learn to overcome them!

That’s why we’ve designed an immersive event tailored for couples like you, offering a unique opportunity to envision and shape your retirement lifestyle plan together. This interactive and engaging weekend retreat fosters a closer bond between partners, connects you with peers navigating similar transitions, and equips you with a concrete roadmap to make the most of your retirement transition.

During our time together we will cover essential topics that:

  • Safeguards your marriage
  • Synchronizes your retirement thoughts and priorities based on the latest social science and frameworks
  • Fosters “Purpose Plans” and “Passion Projects” together and for each other
  • Cultivates lasting relationships with a supportive tribe of other couples on parallel journeys
  • Address the psychology of money and helps couples avoid common financial traps and pitfalls
  • Moves couples move from success to significance with legacy discussion that focus on passing on wisdom rather than just wealth

“I married you for better or worse, but not for lunch every day” is becoming a popular motto among retired couples and those heading into retirement. It’s a clear sign that retirement planning needs to extend beyond just saving and investing to include specific things couples can do to strengthen their relationship and minimize arguments and other frustrations.

So, don’t save another dime towards retirement until you take the time to invest in each other. It will be the smartest retirement decision you can make and pay increasing dividends for years to come.

Join us on this transformative journey as you prepare to embrace the next phase of your lives together.

Date: October 10-12, 2025

Who should attend? Couples who are within 1-7 years of retirement, as well as couples who are in their first 1-3 years of a retirement transition.

Couples looking to connect with other couples who are in a similar stage and phase of life

Couples who are looking for experienced and knowledgeable experts to help them begin to sort out issues and guidance around:

  • Safeguards your marriage
  • Whether to retire at the same or different times
  • Dealing with age differences
  • Making sense of blended family dynamics
  • Strategies for aging parents and adult children
  • Individual health and family mental health challenges
  • Financial differences of origin and opinion

For registration details and additional question, please contact Amie Laura at AmieLaura76@gmail.com