Nancy Nelson enjoys sharing her insights on how to successfully “mind the gap” between work and a personally meaningful retirement life. She is available for webinars or on-site presentations for your conference or private company event.

Ideal Audiences:

  • Financial planners and other professionals (attorneys, accountants, counselors) who are looking for ways to set their practices apart by helping clients transition to a successful retirement.
  • Clients and/or potential clients of financial planners and other professionals (client appreciation events)
  • Groups who want to help their members prepare for their own retirement (professional and non-profit)


Each can be either a one-hour presentation with time for audience Q&A, or two-hour workshop with hands-on time for completing and discussing a retirement planning exercise.

  • Mind the Gap: Tools and Resources you can use to help your clients successfully make the transition to Retirement
  • Retirement Myths Busted: Navigating the often tricky transition from Work to Retirement


Nancy’s speaking fee ranges from $500 to $2,500, depending on the location and size of the event. Travel cost reimbursement includes: coach airfare, parking and ground transportation, and one to two nights of hotel accommodations, as needed. Discounts are available for non-profit organizations.

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Past presentations include:


FPA Women’s Circle

Seattle NAPFA Study Group

NAPFA Oregon/SW Washington Study Group

Women’s Money Empowerment Network

Sound Listen to podcast

Purposeful Planning Institute teleconference

Professional Women’s Network of Costa Rica



QuoteLeftI continue mulling over the emphasis she placed on the importance of determining what is really important to me, in order to move forward in a satisfying way. Her presentation was clear, inspiring and thought-provoking.”

– Phylliss Crist, MSW (retired) Heredia, Costa Rica

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Beyond Enough • Retirement Life Planning • Nancy C. Nelson, CFP®
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