OVERVIEW

Retirement isn’t what it used to be—and it never will be again. 

Driven by increased longevity, financial uncertainty, and generational shifts in values and expectations, the entire concept of retirement is being redefined. For financial professionals, this transformation presents both a challenge and a once-in-a-generation opportunity to lead. 

In this eye-opening keynote, Maddy Dychtwald—national bestselling author and co-founder of Age Wave—reveals the latest insights from cutting-edge research on how retirement is changing: its timing, funding, and purpose. With an emphasis on practical application and strategic foresight, Maddy shows how forward-thinking financial professionals can build deeper trust, deliver greater value, and help clients navigate this new chapter with confidence. 

What Your Audience Will Learn: 

• Why financial peace of mind has overtaken wealth accumulation as the #1 retirement priority—and how to help clients achieve it 

• What’s keeping pre-retirees and retirees up at night—and how to turn anxiety into action 

• How generational generosity is reshaping family wealth planning and creating hidden risks – and how to avoid them 

• Why caregiving is a growing financial disruptor—and how to prepare clients for it 

• The untapped power of purpose in retirement—and how to integrate it into planning conversations 

The Bottom Line: 

Retirement is no longer a wind-down—it’s a reinvention.  
Financial professionals who grasp the new rules will deepen relationships, future-proof their value, stand out in a competitive landscape, and recharge their business. Those who don’t could be left behind.  

WHAT CLIENTS ARE SAYING

“Maddy was exceptional! She combines research driven data with poignant stories, humor and multi-media that bring the data alive for the audience.”

Siobhan Lane, Senior Vice President of Marketing & Gaming Operations N.A

“Maddy’s presentation was great! The topics resonated with our members and were very timely. The presentation was particularly engaging and made the members think about things in a different way for their work, their families, their lives.”

Karen Downer-Doyle, Vice President
U.S. Trust, Bank of America Private Wealth Management