Speaking & Training
Highlights & Expertise:
- Pioneer in the psychology and social science of retirement and legacy planning with proven track record for engagement for 50+ demographic
- Seven-time best-selling author and prolific content creator who has reached millions of readers through his books and over 900 articles that connect with people emotionally, so they don’t just read information,
they feel & experience it. - Founder of the Retirement Coaches Association, Certified Professional Retirement Coach Designation, Wealth and Wellness Group, and Retirement Intelligence Assessment
- Researcher who drives solutions by designing targeted surveys and polls that can be turned into actionable insights, products, and services to help individuals, couples, and professionals navigate the non-financial
side of life transitions. - Consistent media voice with major business outlets including the Wall Street Journal, AARP, Forbes, Newsweek, Kiplinger, MarketWatch, New York Times & more. (see Press and Media)
- Professional speaker and educator with over 25 years of experience in using and applying adult learning theory to build authentic KLT Know you, Like you, and Trust you relationships that strengthen client
connections. - Conversational style intertwined with thought-provoking insights, vivid stories, and a frequent dose of humor that allows his audiences to get educated in an entertaining and inspiring way, creating memorable experiences that touch both the mind and heart.
Working With Robert
Robert helps individuals and organizations navigate the non-financial, science side of retirement and life transitions in a variety of ways that can be customized to meet your event, member, client, or organization’s needs.
Speaking Engagements that Spark Change
Whether it’s a dynamic keynote, interactive breakout session, full-day training, or immersive retreat, Robert’s presentations go beyond inspiration — they equip audiences with fresh perspectives, practical tools, and actionable strategies to thrive in life after work. Download Full Media Kit with sample speaking topics and descriptions.
Training that Elevates Professionals
Robert trains financial advisors, coaches, and HR professionals to confidently guide clients / employees through life’s most important transitions. Using proven scripts, science-based insights from the likes of positive psychology and behavioral economics, and hands-on tools, he helps them deepen client relationships, build trust, and provide more comprehensive support beyond the numbers. Click here to request a sample training description.
Content that Connects and Educates
Robert has developed customizable resources designed to make retirement lifestyle and legacy planning easier to understand and navigate. From white papers and newsletters to guides, checklists, and presentations, each piece blends the latest research with real-life application, helping people prepare for retirement and legacy planning in a more holistic, meaningful way. Click here to request a sample of content for licensing.