Re/Imagining Retirement Summit

Presented by Simon Chan

Simon Chan is a strategic advisor, writer, and speaker recognized for his work on longevity, retirement, and midlife transitions. He focuses on how longer lives are reshaping careers, retirement, and life planning, and on how individuals and institutions can move beyond traditional models toward more flexible and intentional next chapters.

Simon is founder and CEO of Adapt with Intent, where he works with pension plans, universities, financial institutions, and public-sector organizations to apply a longevity lens to retirement design, education, and workforce strategy. His work sits at the intersection of policy, personal decision-making, and institutional design, helping translate demographic change into practical insight for people navigating midlife and pre-retirement transitions.

He is co-chair of The Nexel Collaborative, a cross-institutional initiative shaping the emerging field of midlife transition programs in higher education. Through Nexel, Simon has worked with universities such as Stanford, the University of Chicago, and Notre Dame to design and launch programs that support experienced adults rethinking work, learning, purpose, and retirement.

Simon also serves on the Advisory Board of the Yale School of Management Experienced Leadership Initiative and is a Global Ambassador for the Stanford Center on Longevity, where he helps translate research into practical insight on longevity and midlife change.

Presented by

• Ivory Brown, certified professional retirement coach, New Vision Retirement Coaching Services
• Don Akchin, author, “The Afterwork: Finding Fulfilling Alternatives to Retirement”

Life transitions can be tough, no matter how old you are. This workshop is designed to give participants insights and tools for planning a purpose-driven retirement or next act and to reduce anxiety about what lies ahead. The workshop leaders will guide everyone through important questions that will enable self-reflection and prompt ideas for developing a plan that allows for curiosity, experimentation, and meaning.  

Presented by

• Alison Vogrin, volunteer program manager, Baltimore County Department of Aging
• Vallee Bunting, volunteer coordinator, AARP Maryland 

This panel session will help you consider meaningful volunteer opportunities that fit your talents and interests. Volunteering not only benefits the recipients of your generosity but is also shown to increase health and wellbeing for volunteers themselves. Learn about different types of volunteer roles that allow you to build social connections, have a sense of purpose, and feel good about doing good for others.

The Longevity Ready Maryland Act was enacted in early 2026, but what does it mean for the citizens of Maryland? Like much of the country, Maryland is experiencing remarkable demographic shifts as the number of older adults continues to grow. Maryland is on the forefront of longevity-readiness with the Maryland Department of Aging leading the charge in building a longevity ecosystem that supports communities of all ages, promotes a multigenerational workforce, prepares Marylanders for improved economic security, and invests in programs that support health and wellbeing. Learn more about how this impacts you.

Prsented by Greenspring Advisors

The traditional three-stage lifecycle—education, career, and abrupt retirement—is officially obsolete. As more people live well into their 90s and beyond, financial strategies must shift from funding a static finish line to sustaining a dynamic, multi-stage life. This interactive breakout session explores financial planning designed for the reimagined retirement. Join industry experts to move beyond standard accumulation calculators and learn how to build resilient, flexible financial roadmaps that empower you to thrive through decades of purposeful longevity.

Presented by Daniel Kawah, entrepreneur in residence, StarTUp at the Armory, Towson University

It's never too late to build something meaningful. Whether you're considering a business, consulting practice, nonprofit, or passion project, this interactive session will help participants identify opportunities rooted in their skills, experiences, and interests. We'll explore how to recognize problems worth solving, validate ideas before investing time and money, and take practical first steps toward launching a new venture. Attendees will leave with a framework for turning decades of experience into their next opportunity.

Presented by Barry Brook, AARP Maryland

In this interactive session, you will learn about the important strategies for supporting brain health. We will share ideas to inspire each other to try new things. Learn about habits that incorporate the six pillars of brain health into your everyday life. Stress management, good sleep hygiene, movement, nutrition, staying engaged, and connected all support overall health and are essential for your brain as well.  It is never too late to focus on brain health.

Prsented by Greenspring Advisors

The traditional three-stage lifecycle—education, career, and abrupt retirement—is officially obsolete. As more people live well into their 90s and beyond, financial strategies must shift from funding a static finish line to sustaining a dynamic, multi-stage life. This interactive breakout session explores financial planning designed for the reimagined retirement. Join industry experts to move beyond standard accumulation calculators and learn how to build resilient, flexible financial roadmaps that empower you to thrive through decades of purposeful longevity.