You’ve been preparing for years.
You’ve worked hard. You’ve saved. You’ve been diligent.
Security hasn’t just been your goal — it’s been your way of life.
You’ve done everything “right.” But now that retirement is on the horizon, a new question is creeping in:
“How do I actually enjoy what I’ve worked for?”
You might be surprised to know how many people struggle with learning to enjoy life after working so hard to save.
You’ve built a solid foundation. Now it’s time to build the life you deserve on top of it.
You’re a stockpiler.
Who is the Stockpiler?
Stockpilers are practical, thoughtful, and deeply disciplined. You’re known for being prepared — the one others admire for being on top of it. But beneath your competence, there may be some unspoken concerns about retirement.
You might recognize this.
Being smart with money is a core value for you.
Your focus is on more than just saving for retirement. You have funds set aside for unexpected emergencies and future expenses.
You hesitate to spend money — even when it’s for something you really want. In fact, your biggest concern about retirement is that you will run out of money.
As you consider your investments, you worry about making a mistake, missing something, or “getting it wrong.”
You’ve seen what happens when people struggle financially and you want to make sure it doesn’t happen to you.
The BIG CHALLENGE for Stockpilers?
Stockpilers often focus on the numbers — but what’s missing is the permission.
Permission to enjoy. To rest. To invest in experiences.
And to trust that the life you’ve prepared for… is ready to be lived.
That’s why we created Furthermore.
Furthermore is a live, in-person training to help you safely shift from protection to possibility. And, it’s free.
Furthermore is a free retirement planning experience designed to help people like you explore what it means to use your money and energy to create a life of meaning.
You’ll learn to;
Reframe your relationship with spending and security.
Clarify what you actually want to experience and prioritize.
Learn how your financial plan can support living, not just surviving.
Develop some simple methods to help you move from caution to confidence.
“I didn’t think I needed a workshop. I thought I had it all figured out. But Furthermore helped me see that knowing I can afford something and giving myself permission to enjoy it are two very different things.”
Mary R., 52
By the end of the day, you’ll have:
A deeper understanding of your financial behaviors and beliefs.
A vision for a life that balances freedom and security.
Tools for making decisions without guilt or fear.
Confidence to shift from preparation to participation.
A community of people learning how to enjoy what they’ve built.
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 didn’t work this hard to just keep holding your breath.
“It was the first time I realized how much my fear around financial security was limiting my life. You helped me make some small changes that have helped me have more fun!”
Dee, Age 55
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.