You need enough purpose to wake up in the morning and enough money to sleep at night.

More than 20 years ago, Mitch broke through the ceiling of retirement planning with his groundbreaking book, The New Retirementality. He changed the conversation about retirement from one focused solely on money to one focused on purpose. In The E.P.I.C. Retirement, Mitch moves that conversation to the next level by challenging advisors to step up, broaden their capacity, and embrace a new role: Retirement Coach. Retirement coaching is the future of retirement planning—this unique approach represents the value proposition that will separate successful advisors from the rest.

Advisors making the transition to retirement coaching understand the characteristics of an E.P.I.C. retirement:

  1. Engagement: If you don’t use your body or your brain, you lose them.
  2. Purpose: Money can fund purpose, but it cannot create purpose.
  3. Integration: There needs to be a balance between vacation and vocation.
  4. Challenge: Physical, intellectual, and spiritual challenges are the hallmarks of those who continue to thrive as they age.

Whether an audience member is an advisor or an advisor’s client, Mitch will inspire and ignite participants as he challenges them. Watch the preview to see why this presentation has gotten amazing reviews from both financial services professionals and their clients. Mitch Anthony has been challenging and inspiring people around the world for more than 20 years with his unique insights into the pitfalls of traditional retirement. Audience members will walk away from this exciting presentation with a new outlook (and vision) of what retirement is.


There are two versions of this keynote available. The Professional Version is designed to educate organizations and advisors. The Client Version is designed to help educate an organization’s client and customer base. The Client Version is also appropriate for organizations providing employee education regarding retirement.


Interested in Having Mitch Speak?

To learn more about Mitch’s speeches and programs, or to book Mitch for your next event, please contact us!