
Thank you
We’re grateful to The Bernard Osher Foundation for their financial support of this summit.
Learn MoreWhether you’re already retired or just starting to think about retirement, join us to gain tools to develop a plan for a meaningful retirement.

The word “retirement” may seem awkward when there is so much life to live and so many things to do once you decide to transition from your current career life. People are now living longer, healthier lives and how we think about retirement is changing. In fact, your retirement plan may even include work. This summit will inspire you to re-think retirement and consider ways to plan your next act.
November 6, 9 a.m.–3:30 p.m., Towson University
Registration opens in May.
The full schedule will be announced in March.
Whether you want to travel, spend more time with family and friends, take on new projects and hobbies, or gain new skills for an encore career, this summit will help you create your own playbook for a retirement that is full of meaning, purpose and possibility.
If you are retired or considering retirement in the near future, this daylong program is designed to help you:

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.