Longevity & the New Journey of Retirement
Retirement has changed. Are you ready?
You could spend 25–30 years in retirement — but will they be the healthiest, wealthiest, and most fulfilling years of your life… or the most uncertain?
In just 45 minutes, discover the new rules of retirement and how to protect your wealth, health, and purpose for decades to come.
April 23, 2026
4:00 PM (MDT)
Key
Takeaways
The New Retirement Landscape
The five forces reshaping retirement and what they mean for your future.
Living Longer & Living Better
How to align your health, purpose, and finances for a fulfilling retirement.
The Four Stages of Retirement
What to expect at each stage and how to make the most of every chapter.
Protecting What Matters Most
Smart ways to manage risk, preserve wealth, and create a lasting legacy.
This session is designed for:
Business owners and professionals thinking about what’s next - whether that’s selling, scaling back, or stepping into retirement.
Individuals within 10 years of retirement who want to ensure their next chapter is both secure and meaningful.
Couples and families navigating major life or career transitions and starting to think about long-term financial independence.
Retirees in their first few years of transition who want to refine their plan and ensure their wealth continues to support their health, lifestyle, and legacy.
Meet Your Host
David Wulder
Regional Leader & Financial Advisor
As a Financial Advisor with Edward Jones, David Wulder helps business owners, professionals, and families make confident, well-informed financial decisions that support their next chapter. He works closely with clients and their trusted professionals to ensure every part of their plan from investments, tax strategies, and retirement income are aligned and working together.
David’s focus is on helping people navigate major life transitions with clarity and purpose. He believes retirement isn’t just about leaving work behind, but about creating the freedom to live well, stay connected, and make the most of the years ahead.
With a thoughtful, relationship-driven approach and a team that shares his commitment to client success, David provides the structure and guidance needed to turn retirement goals into a lasting plan for the future.
