Dan Haylett, a financial planner and the Head of Growth at TFP Financial Planning in the UK. Dan specializes in financial planning, retirement planning, and life planning for individuals over 50. Beyond numbers and spreadsheets, he’s deeply invested in the human side of retirement, guiding people through the emotional and behavioral aspects of this major life transition. Dan is also the host of the podcast The Humans vs. Retirement, where he explores the psychological shifts, challenges, and opportunities that come with stepping into retirement. With a background in the asset-management industry and a mission to help 1 million people redefine their retirement experience, Dan brings a wealth of insight, experience, and inspiration to the conversation.

Deanne Gage is a reporter for Globe Advisor at The Globe and Mail. She has specialized in personal finance issues for more than two decades.

Her articles have also appeared in the Toronto Star, Morningstar.ca, Chatelaine, MoneySense, and Today’s Parent, FORUM and Advisor's Edge.

Read more of her articles at: https://www.theglobeandmail.com/authors/deanne-gage/

Ida Abbott is a retirement strategist who helps law firms design respectful and effective succession and retirement processes and helps individuals design happy and meaningful retirements. She has been a lawyer and legal consultant for almost 50 years and is an internationally recognized expert on legal talent, career development, and women’s leadership. An elected Fellow of both the American Law Foundation and the College of Law Practice Management, Ida is an advisor, coach, speaker, and author of several seminal books, including Retirement by Design, named one of the best retirement books of 2020 by The Wall Street Journal.

 With over 30 years in career transition, Joanne is a trailblazer in retirement coaching. She served 18 years as Director of Training with Retirement Options and has led webinars for the International Coach Academy and Coaching Cognition. As owner of New Perspective Coaching, she helps clients plan their second or third reinvention into retirement. Joanne is a Professional Certified Coach (ICF), Board-Certified Coach, and was named Career Practitioner of the Year by the National Career Development Association in 2009. In 2021, she received the Retirement Catalyst Award from the Retirement Coaches Association. Joanne is also a licensed professional counselor in Missouri, a nationally certified counselor, and gerontological counselor. She co-authored Out of the Box Retirement and has been featured in Kiplinger’s, Forbes, Market Watch, and Where to Retire magazine. 

Mike is an author, public speaker and recognized authority on the non-financial aspects of retirement. After having spent 38-years in the financial services industry, Mike retired and personally faced what he called “retirement shock”. During this time, Mike found himself on a journey of self-discovery and authored three best-selling books on retirement; Victory Lap Retirement, Retirement Heaven or Hell: Which Will You Choose? and Longevity Lifestyle By Design. Mike is a Senior Contributor at Booming Encore and dedicates his time to helping other retirees design a fulfilling, meaningful retirement lifestyle for themselves.

Sara is the nation’s foremost expert on Solo Aging.  She is an author, professional speaker, and certified retirement coach. 

In 2018, Sara was named an “Influencer in Aging” by PBS’ Next Avenue and is a regular contributor to Forbes.com in the areas of aging and retirement. 

She has also been featured and quoted in The Journal of Active Aging, Certified Senior Advisor Journal, Next Avenue, Senior Living Foresight, McKnights Living, Senior Housing Business, and many others.

Sara’s book, Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Child-free Adults, was published in 2018, and was selected that year as a ‘best book on aging well’ by the WSJ. 

Shelley McIntyre coaches post-corporate GenXers who want to design intentional and vibrant third acts. After a long career in technology and corporate strategy, Shelley pivoted to coaching, inspired by seeing smart people get in their own way. 

Shelley believes it’s never too late to reinvent yourself and reclaim your identity from corporate narratives. 

Through her coaching, she offers potent insights into change, grief, and identity, equipping clients to navigate life’s transitions with self-compassion. 

Shelley taps into her love of the arts and making stuff to create unique, transformative coaching experiences.

Toni Petrillo is a seasoned professional with over 25 years of experience in the financial industry, where she excelled in building and leading teams. Recently retired from her role as a financial executive, she identified a significant gap in resources for corporate professionals navigating the transition from a thriving career to a fulfilling retirement.

Throughout her career, Antoinette has been passionate about helping others lead with confidence, both in their personal and professional lives. This dedication has driven her to provide valuable support and guidance to individuals facing the unique challenges of transitioning from the corporate world to retirement. Her mission is to empower others by offering insights and strategies that foster confidence during this transformative phase of life.