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John E. Nelson, Purposeful Retirement Author and Advocate

John E. Nelson, Purposeful Retirement Author and Advocate

John E. Nelson is a nationally known writer and speaker on life stage planning, focusing on how people plan for better prosperity, health and happiness. He the author of "What Color Is Your Parachute - for Retirement" with Richard Bolles.

 

Passion/Expertise:

John started his career as a technical retirement plan consultant, when he realized that the technicalities of retirement planning did not always translate well to personal life planning. He embarked on earning at PhD at the University of Wisconsin where he was able to study with visionaries including Martin Seligman, University of Pennsylvania, and David Cooperrider, Case Western Reserve, to look at retirement in a different way.

 

John took all he was learning and developed the "Well-Being Model" as a practical and concrete model for helping future retirees allocate assets in their portfolios along with making life decisions such as where to live and how to find the ideal career. As John says, "I've been working to figure out a better way for us to plan the second half of life. Not just our careers and finances, but our lives."

 

While the Well Being Model is based in theory, many organizations were able to immediately see the practical applications. It was adopted by the U.S. government as the underlying structure for an employee education program for all federal agencies. The Model also has been used by AARP and Fortune "100 Best Companies to Work For" employers and others to help structure their employee education programs.

 

 

Retirement Happiness: Planning for a Successful Transition  - John Nelson   - YouTube clip What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson   - YouTube clip View YouTube clips from recent Retirement Resource Center webinars featuring presentations by John Nelson and other leading industry experts.

 

 

Position/Experience:

John continues his research on the "Well Being Model" as he works to complete his PhD at the University of Wisconsin, Madison, where he teaches courses in continuing studies such as "Retirement Happiness: Planning Your Next Stage of Life". He travels frequently to speak to professional groups, educators, employees and many other audiences. Events range from conferences and workshops, to in-house events.

 

He has presented to a wide range of national conferences including:

  • The Financial Planning Association

  • The Society for Human Resource Management

  • The National Pension Education Association

  • The National Association of Personal Financial Advisors

  • The International Career Development Conference

  • The Positive Aging Conference

  • The Appreciative Inquiry Conference

  • and others.

Every presentation is custom tailored for maximum engagement and relevance to each unique audience.

 

 

Retirement Happiness: Planning for a Successful Transition - John Nelson - in the 2nd Qtr issue of Retirement InSight and Trends What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson - 1st Qtr issue of Retirement InSight and Trends Retirement InSight and Trends article Click on the icons to the right to read summary transcript articles of presentations by John Nelson included in recent issues of Retirement InSight and Trends.

 

 

Publications:

 

What Others Say:

Retirement Speakers BureauFor a short list of some of the numerous comments received by John for his publications, interviews and presentations, or if you would like to consider having John speak at one of your events, please visit his page on the Retirement Speakers Bureau.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
A Comprehensive Approach to Retirement Education: The Retirement Well-being Model - John Nelson

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model - John Nelson

1.5 hrs CRC® CE

This course covers the financial aspects of retirement planning and introduces the interdisciplinary Retirement Well-Being Model.

$39.00
InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 1st Qtr 2015 free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 2nd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Blanchett, McPherson, Nelson, Fornia, and Rhee.
$0.00
Retirement Happiness: Planning for a Successful Transition - John Nelson

Retirement Happiness: Planning for a Successful Transition - John Nelson

1.5 hrs CFP®, CRC®, PACE CE

Gain insight into how financial security doesn't automatically create happiness in retirement.

$39.00
The Concept of Retirement Readiness - John Nelson

The Concept of Retirement Readiness - John Nelson

1.5 hrs CRC® CE

With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?

$39.00
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain insights and ideas on how to enlist an employees' or clients' whole person into planning for their retirement well-being.

$39.00
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