You’ve got dreams for the future.
Retirement makes you feel like you’re just getting started.
You imagine travel, creativity, reinvention… or finally living life on your terms.
But alongside those dreams, a quieter voice whispers:
“Can I really afford this?”
“Am I being realistic?”
“Where do I even begin?”
You’re a dreamer.
Who is a dreamer?
Dreamers are visionary thinkers with hopeful hearts.
You’re not winding down — you’re opening up. And you’d like to believe retirement isn’t about rest — it’s about becoming.
You’ve always tended to be a person who had big ideas. Sometimes they came together, but a lot of times it felt like life got in the way. You took comfort in the idea that someday you’d get to live your dreams.
You still get excited about those dreams but now you’re more aware of how time and money may not line up in your favor.
You may feel the pressure of, “If not now, when?”
The possibilities are endless but you’re unsure how to organize or prioritize them.
Even if you may have a financial plan… you aren’t sure if it truly supports all that you want. Especially because you want to do everything!
Dreamers like you aren’t afraid of dreaming big — you just need to know how to make it happen.
You might recognize this.
The BIG CHALLENGE for Dreamers?
Most financial plans ask: “Will you have enough?”
But Dreamers are also asking: “Enough for what?”
You need more than a number. You need a map — one that connects your resources to your purpose.
That’s why we created Furthermore.
Furthermore is a live, in-person training that turns possibility into a plan. And, it’s free.
Furthermore is where creativity meets clarity.
It’s a free retirement planning experience co-led by a personal transformation coach and a financial advisor — designed to help you:
Refine your dreams so they become actionable.
Explore the intersection between your goals and your resources.
Make space for meaning, joy, and fulfillment without losing your financial footing.
Stop deferring joy and start building a life you can actually live.
“I used to think of my dreams as separate from my financial plan — like fantasy vs. reality. But Furthermore showed me how to align the two. I’m finally living with intention and direction.”
Mark, Age 59
By the end of the day, you’ll have:
A clear and inspired vision for what comes next.
Practical insight into how your financial life can support your dreams.
Tools to balance freedom with stability.
Confidence to move from “maybe someday” to “I’m doing this.”
Community with others who are dreaming, designing, and daring too.
What you’ll walk away with.
Meet your instructors.
Furthermore is a unique opportunity designed by Kathleen and Jim Connell who’s professional talents combine mindset and money, vision and planning, heart and strategy.
Kathleen is a personal transformation coach and speaker, known for helping people unlock clarity, courage, and connection to what matters.
Jim is a seasoned financial advisor with over 30 years of experience guiding people through meaningful life transitions.
As newlyweds who married in their late 50s, they realized that dreaming of the future and planning for new beginnings as they approached 60 was not only unusual, it seemed to defy the expectations of a world that thought they should slow down.
They developed Furthermore for people who believe that a post-career life can be whatever they want it to be with the right planning and support.
You don’t need to shrink your dream. You just need a plan to make it real.
“The workshop was very good! It led to some important conversations at home about what my wife and I each want to experience in retirement.”
Gary D., 60
What’s inside Furthermore?
How you started to believe that your choices in retirement are limited.
The simple ways that you actually can make big changes around money, age and health.
How to get on the same page with your spouse and your family.
How to make your finances and your dreams work together.
Key blind spots and opportunities for each retirement persona.
Furthermore includes group discussion, a workbook and materials designed for your unique persona.
FAQ’s
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Perfect! Retirees who take Furthermore always say they wish they’d taken our workshop 20 years earlier.
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Furthermore is about helping you live your best life no matter where you are in your retirement journey.
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General advice is available but this events blends emotional clarity with financial awareness.
Furthermore attendees qualify for a FREE personalized financial plan that considers your goals, dreams and aspirations.
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Yes, please! Furthermore is provides a framework for important conversations with loved ones. However, anyone who attends must first take the assessment and register separately.
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Perfect! We’ll help you make sure it’s aligned with the life you actually want to live.