Press and Media

Furthermore is new approach to retirement that goes beyond money.

Furthermore helps people rethink retirement beyond money, toward a vibrant, connected, purpose-filled next chapter.

Furthermore is a Central New York–based life-planning experience designed to help people approach retirement with greater clarity and intention. Through a proprietary retirement persona assessment and interactive workshops, Furthermore helps individuals and couples align financial security with health, connection, and purpose—so the next chapter is not just planned, but truly lived.

Pull Quotes

On founding Furthermore as a newly married couple

“When we started planning a wedding, a new home, and even this business, we were surprised by how hard it was to think in terms of beginnings. We’re conditioned to see 60 as a slowdown—even when we feel ready for more.” Kathleen Avery Connell, Co-Founder

On the persona assessment and the four pillars

“Research shows that aging well comes down to four things: security, purpose, connection, and health. Our assessment helps people see which of those they’ve planned for—and which they’ve been leaving to chance.” Jim Connell, Co-Founder

On why Furthermore exists

“The rates of isolation and depression after retirement are alarming. We created Furthermore because we believe retirement should expand people’s lives, not shrink them.” Kathleen Avery Connell and Jim Connell, Founders of Furthermore

On the need for a new model of retirement

“Americans are living longer—often decades beyond their retirement date. That reality demands a new approach to planning for the years ahead.” Kathleen Avery Connell and Jim Connell, Founders of Furthermore

Founded by a newly married couple who met in their late 50s, Furthermore helps people rethink aging and retirement through a persona-based assessment focused on security, health, connection, and purpose.

Kathleen Avery Connell

Empowerment strategist, speaker, and co-founder of Furthermore. Kathleen helps individuals and organizations rethink transitions through the lens of energy, mindset, and personal clarity. Her work focuses on helping people design meaningful next chapters through intentional conversation and self-awareness.

Jim Connell

Wealth management advisor and co-founder of Furthermore. Jim brings decades of financial planning experience and believes true retirement readiness requires both financial clarity and personal insight. His work bridges traditional planning with a broader vision for life after work.

High Resolution Photos

Workshop Snapshot

Furthermore hosts free, in-person workshops across Central New York, each beginning with a proprietary retirement persona assessment that helps participants understand how they approach aging, money, purpose, health, and connection.

Workshops guide individuals and couples through the four pillars proven to support aging well: financial security, health and vitality, social connection, and purpose—offering clarity, conversation, and a new way to think about what comes next.

Upcoming workshops:

  • Utica – February 24

  • Camillus – March 11

  • Manlius – March 24

  • East Syracuse – March 25

Media Contact

Kathleen Avery Connell
Co-Founder, Furthermore
📧 kathleen8949@gmail.com
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