When it comes to retirement planning, what haven’t you thought of? This course explores the portion of retirement planning seldom mentioned when preparing for or living in retirement. We will discuss in depth factors that could influence happiness in retirement and stressors such as health events and loss of loved ones. The course will focus on cognitive maintenance, the digital divide (elderly population vs. ever-changing technology) and other barriers not financially related. This updated course offers new data and focuses on quality of life, demographic trends, and the tools that more people are using to enjoy and fulfill retirement goals.


Dan Zagata

Dan is the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm. Dan brings 15 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals. Dan earned a BA in Economics from Bentley University, Boston, and earned his DBA in Finance from the International School of Management, Paris, France. He also holds a graduate certificate of Financial Planning from University of Miami. In addition, he has earned the Certified Financial Planner and Chartered Financial Consultant designations from the American College and is a Chartered Life Underwriter.