The Question No One Prepares You For

"Who am I without my career?"

Researchers call it the "disenchantment phase." After the honeymoon of freedom fades, the real questions hit: What do I do with 2,000 newly empty hours a year? Where does my sense of purpose come from now? Why does everyone say this is supposed to be the best chapter?

It's not about money. It's about the loss of identity, structure, and connection that a career quietly provided for decades.

Approximately one-third of retirees reported experiencing symptoms of depression during the retirement transition. Not because of finances, but because of identity.

Pabón-Carrasco et al., 2020. International Journal of Environmental Research and Public Health

What This Workshop Gives You

This workshop was built for that moment.

Dan Langworthy designed this session after seeing the same pattern repeat across hundreds of pre-retirement conversations: the money was handled, but the life plan wasn't. It's a 3-hour working session, not a lecture, built around the frameworks used by life planners worldwide.

You'll leave with real tools, not just inspiration:

Clarity on what a fulfilling retirement looks like for you
Practical exercises you complete in the room, not homework
A workbook and action plan you take home

The Curriculum

Inside the 3-Hour Workshop

A working session, not a lecture. You'll actually do the exercises, not just hear about them.

The Three Stages of Retirement

Understand the honeymoon, disenchantment, and reorientation phases, including the emotional "dip" that catches almost everyone off guard, and how to recognize which stage you're in.

The Identity Exercise

Discover how much of your sense of self is tied to your career and begin building your identity around what comes next, not just what you're leaving behind.

Wheel of Life Assessment

A life-balance diagnostic across six dimensions: relationships, health, purpose, finances, leisure, and contribution. See where you're thriving and where you're not.

The Five Perspectives™

Developed by Dan Langworthy after years of experience working with people transitioning into retirement, these five questions explore your next chapter through distinct lenses: your daily life, your identity, your energy, your relationships, and your legacy, to surface what a truly fulfilling retirement looks like for you.

Couples Alignment Exercise

Because the happiest retirements aren't planned alone. Sync your vision with your partner on what this next chapter looks like, together.

You'll Leave With

Your Completed Wheel of Life Assessment

Your Top 3 Goals for the Year Ahead

A Design for Your Ideal Week in Retirement

This session is for you if…

You're 0 to 5 years from retirement, newly retired, or recently relocated and feel like the financial plan is mostly in place, but the life plan isn't.
You sometimes wonder what you'll actually do all day, and the thought makes you a little uneasy.
You and your partner haven't really talked about what retirement looks like, just when it happens.
You've heard "retirement is the best chapter" but you've also seen it go wrong for people you know.
You want a real conversation, not a sales pitch.

This is NOT for you if you're looking for investment product recommendations or a high-pressure sales environment. We don't do that. This is a coaching experience, not a seminar.

Your Workshop Leader

Dan Langworthy, CIMA®, CPWA®

Founder & Senior Advisor · Fortress Financial Group

After 35+ years helping clients navigate the financial side of retirement, Dan created this workshop to address what spreadsheets can't capture: the identity, purpose, and relationship questions that determine whether retirement actually feels like freedom. He founded Fortress Financial Group in 2007, now a fee-only, fiduciary, independent advisory firm.

"We believe the best retirement plans aren't built on fear of running out. They're built on clarity about what you're running toward."

Retire and Thrive book cover by Dan Langworthy

Book Retire and Thrive Dan's guide to building a retirement that goes beyond financial security.

Podcast Retire and Thrive Podcast Conversations about purpose, identity, and fulfillment in retirement.

Reserve Your Seat

Quick form. Under a minute. You'll receive a confirmation email with next steps.

Limited seats remaining. April 2nd is approaching

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Fortress Financial Group is a Registered Investment Advisor. This event is educational in nature and does not constitute investment advice. Registration does not create an advisory relationship.

You're Registered!

We've reserved your seat for Thursday, April 2nd at Grayhawk Country Club. Keep an eye on your inbox for a confirmation email and Dan's pre-workshop guide.

Didn't get an email? Check your spam folder or call us at (480) 485-1400.