

PARTNER WITH US
Today’s 50-year old can reasonably assume they have another 30+ years ahead of them. That’s an additional adult life to look forward to!
They’re creating new rules and realizing new possibilities in their lives. They’re smart, accomplished, vibrant… and so not done!
It’s time that organizations speak to and represent this demographic as the trailblazers that they are!
And it’s time for financial advisors to provide a holistic approach to helping their clients plan for what’s next.
That’s where we come in.

Need a promo or educational campaign tailored to serve your clients and/or employees?
Do you want your brand and services to champion the vitality and relevance of the age 50+ demographic?
Do you want to align your organization/brand with reinventing “retirement” as a time to live with purpose and freedom?
Are you fully invested in the success of your clients and/or employees?
We've got you covered.
HERE'S A SAMPLING OF THE CUSTOM PROGRAMS WISER AND FREE OFFERS
Speaking Engagements
Webinars
Custom workshops
Education Content
Online Videos
Media Engagements
OUR FOUNDER DANA HAS CREATED CUSTOM LEARNING PROGRAMS FOR SUCH COMPANIES AS...








TV & Media Appearances
Need a positive aging and (un)retirement transition expert to represent your organization in the media?
I have served as a national spokesperson for over 50 national brands and have been featured on hundreds of television shows, radio programs and podcasts across the country.
I'd love to collaborate with your organization to create unique messaging to serve your audience and meet your objectives.
NOTABLE MEDIA PARTNERS INCLUDE:
