The Hardest Part of Retirement
Isn't Always Financial.
Most people spend decades planning their finances. Almost no one plans for the identity, purpose, and relationship shifts that define whether retirement actually feels like freedom.
🚫 No sales pitch · 📋 No products pushed · ✅ 100% free to attend
"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.
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
Inside the 3-Hour Workshop
A working session, not a lecture. You'll actually do the exercises, not just hear about them.
The 3 Stages of Retirement
Understand what each phase looks like (the honeymoon, the disenchantment, the reorientation) and how to prepare for the emotional "dip" that catches almost everyone off guard.
Wheel of Life Exercise
Visualize where you're thriving and where you're not across the core dimensions of your life, then map the social connections that will anchor your next chapter.
The Five Perspectives™
Five questions Dan developed from years of retirement transition conversations. Each one explores your next chapter through a different lens to surface what truly matters to you.
The 4 C's of Growth
A framework for breakthrough personal growth in retirement. Four principles Dan uses with clients to turn good intentions into real, lasting change.
Your Goals & Grand Design
Pull it all together. Set your top goals for the year ahead and build your Grand Design blueprint, a concrete picture of what this next chapter actually looks like, day to day and year to year.
You'll Leave With
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.
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."
Reserve Your Seat
Quick form. Under a minute. You'll receive a confirmation email with next steps.
Intimate group of 15. June 4th is approachingYou're Registered!
We've reserved your seat for Thursday, June 4th at our Rochester office. Keep an eye on your inbox for a confirmation email.
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15 Seats. One Evening. A Clearer Next Chapter.
Thursday, June 4th · 5:30 PM – 9:00 PM · Rochester, MN
Complimentary Olive Garden dinner. No sales pitch. Just a real conversation about the chapter ahead.