My name is Melissa Moss, and I want to welcome you to The Remarkable Retirement Event—How to plan the retirement you want. Here’s the deal: true wealth comes from more than just financial security. It’s about having enough time, energy, love, friends, health and money.

I’m a CERTIFIED FINANCIAL Planner(TM) Professional, and I want to show you how you can plan so you can truly enjoy the fruits of your labor.

As a financial advisor, I’ve seen many different approaches to lifestyle in retirement and the many different emotional nuances to it as well. Here’s what I can say: True contentment comes from more than just financial security. Enjoying wealth is more about relationships, identity, joy, and purpose than money.

Look, Retirement needs a rebrand. It’s not about being pushed aside and relegated to a rocking chair in the basement. I truly believe that there’s a different way of doing retirement, and I want to show you how to do that in this event. Think of this like a complete remote conference for people who have retirement on their minds.

On this page, there’s a place for you to put your name and email and a button to click to get access.

Imagine feeling calm yet exhilarated about your retirement just because you took the time to join us in The Remarkable Retirement Event Replay.

So here’s what to do next. Somewhere on this page right now, there’s a place for you to put your name and email and there’s a button that says, “Get Access.” When you click that, I will send you details about when we are starting and how to get hooked up to the event. I’ll see you on the other side.

What You'll Discover In The Event Replay:

How to Prioritize Your Relationship to Experience Uncompromising Intimacy
How to Avoid Gray Divorce
How to Keep Your Mother-in-Law Out of the Man Cave
How to Protect Your Assets In Retirement
The Truth About Clutter
What to Do With the Stuff The Kids Don’t Want
What You Need to Know About Medicare
Estate & Legacy Planning
How to Shatter Limiting Beliefs
How to Find And Follow the Calling of Your Soul
What to Do Now for Quality of Life Later
Optimizing The Menopause Journey for Longevity
The Art of Reinvention
How to Find the Perfect Location to Retire
And so much more!

Hi, I'm Melissa.

I was that elementary school kid who asked her dad to open her first investment account one Wednesday evening. One of my favorite toys was a garage sale find of an old cash register, and I loved helping my mom balance her checkbook for fun.

In college, I followed other interests, such as politics and public health. After years of working for a nonprofit, I returned to my true essence to work with people in an area that matters most to them and their families: their financial well-being.

Growing up I witnessed my dad, my mentor and also a CFP®, helping families plan, invest, and grow. Inspired by how he helped people and was able to invest in their futures alongside them, I have stepped into the family business to help our clients plan for and create brighter futures for their families.

What You'll Discover In The Event Replay:

Our Speakers

Hi, I'm Melissa.