“How to Re-imagine Retirement and Create a Meaningful Next Chapter"

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Saturday, February 16, 2019
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Tad Gray's home in Wilmette IL
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Retirement is a milestone that’s exciting and full of possibility. It also brings feelings of loss and resignation. This workshop offers the opportunity to proactively see retirement with new eyes and cultivate skills and habits to create a meaningful post-career life with ambition. 

Following on the successful “Optimizing Your Career” series presented by Chris Nadherny, the Wharton Club of Chicago is pleased to offer a special workshop on your next chapter. “Re-imagining Retirement” is an interactive conversation on creating a purposeful life. The club has engaged Tad Gray, CFP® (WG’93), a Certified Life Coach and retirement specialist to facilitate this unique program.

Through his finance career, Tad has come to know that retirement (in a traditional sense) is more than just a math problem. People experience a number of significant changes in mid-life and retirement, in particular, can seem like stepping off a cliff. This workshop invites participants to reimagine their next chapter with ambition.

The workshop series consists of three two and one-half-hour discussion and working sessions covering a range of topics including Reflection and Self-Awareness, Transition Management, Moods and Emotions, Crucial Conversations, Communication Style, Goal Setting, and Time Management. An agenda of the workshop is below.

There are only 12 Slots available - register soon!

Note: This workshop is not focused on financial planning and no financial advice is offered.


Three Part Workshop & Discussion Series

“Happiness is when what you think, what you say, and what you do are in harmony.” ~ Mahatma Gandhi

Day One Session: Stop and Think - Imagine -- February 2, 9:30 am -CLOSED

“Knowing yourself is the beginning of all wisdom.” ~ Aristotle

• Making the Case for Change. How to create a successful transition
• Assessments – exploring satisfaction with life’s circumstances
• Role of Moods and Emotions
• Finding Purpose – evaluating strengths, values, and passions
• Envision Possibilities

Day Two Session: Say it - Powerful Conversations -- February 16, 9:30 am

“What you can’t say owns you. What you hide controls you.” ~ Anonymous

• How all action stems from conversations
• Crucial Conversations
• Listening and Speaking Skills
• Communication Styles
• Architecture of Conversation

Day Three Session Do - Creative Action -- March 2, 9:30 am

“The privilege of a lifetime is to become who you truly are.” ~ Carl Jung

• Conversations for Action
• Goal Setting
• Time (and energy) Management
• A Balanced Life Portfolio
• Finale

Tad Gray
Tad Gray (WG’93) is a musician, certified life coach, and wealth advisor with Buckingham Strategic wealth. He received a music degree from the University of Colorado and enjoyed further musical studies at Aspen, Banff, and Yale. After earning an MBA from the Wharton School, he served in leadership and business development roles in corporate banking, derivatives, and capital markets with Bank of America and Wells Fargo. Tad serves on the board of directors for the Chicago-based Fifth House Ensemble, an 11-person chamber music group focused on redefining the classical music experience and cultivating social change in the community. Tad lives in Wilmette with his wife, a violinist and teacher. As a clarinetist, he enjoys playing chamber music with his musical family and others.


Session 1 - Sat, February 2, 2019

Session 2 - Sat, February 16, 2019

Session 3 - Sat, March 2, 2019

TIME: Saturday mornings 9:30 am to noon

LOCATION: Tad Gray's home in Wilmette, IL (address will be emailed to you upon registration)

$150 per person / $200 per couple

$100 per person / $150 per couple

MATERIALS: Each participant will receive a 50-page+ workbook created by Tad Gray with pre-work, homework, discussion, assessments, and reflective exercises. 

CANCELLATION POLICY: All cancellations must be received two (2) business days BEFORE the event or the attendee who made the reservation may not receive a refund, regardless of participation, due to costs associated with the reservation.


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Tad Gray's home in Wilmette IL

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