Webinar
July 14, 2026 03:00 PM US/Central
The Secrets to a Happy Retirement: Decades of Experience with Retirees
What separates retirees who feel confident and fulfilled from those who constantly worry about the next market headline?
After working with hundreds of retirees, we’ve noticed that the happiest retirees often have more than financial resources. They tend to have a thoughtful plan, long term perspective, and portfolios designed to help them stay disciplined through both bull and bear markets.
Join Senior Wealth Managers Chris Gilmor, CFP® and Ryan Walker, CFP®, CEPA, for an educational webinar exploring the real world lessons they’ve learned helping clients transition from building wealth to living off of it.
This timely discussion will also explore the behavioral side of investing in today’s environment. Markets are often driven by emotion as much as fundamentals, and investors are naturally wired to chase excitement, fear missing out, and react emotionally during periods of volatility. As enthusiasm builds around AI, semiconductors, and the recent and anticipated IPOs of companies like SpaceX, Anthropic, and OpenAI, investors may once again find themselves navigating the emotional cycle of optimism, euphoria, fear, and discipline that has shaped markets throughout history.
Topics will include:
✔ What happy retirees do differently
The habits, behaviors, and planning decisions that help retirees maintain confidence during uncertain markets
✔ Why portfolio construction matters more than ever
How active management, diversification, and downside protection may help investors navigate periods of market speculation, volatility, and changing leadership
✔ Understanding market cycles and IPO enthusiasm
How excitement around transformational companies can influence investor behavior, valuations, and risk taking across the broader market
✔ The planning details that can make a major difference
From Medicare and healthcare costs to estate organization, tax efficient withdrawal strategies, and preparing for major life transitions
Join us for a practical and thoughtful conversation about what it really means to retire well and how to build a financial plan you can live with through changing market environments.
Chris Gilmor, CFP®
Chris Gilmor, CFP®, is a Senior Wealth Manager dedicated to providing exceptional service and personalized guidance to clients. With more than 25 years of experience in wealth management, investment consulting, and institutional asset management, he has worked closely with high-net-worth individuals, families, and corporate clients to help them navigate complex financial decisions. Chris holds an MBA in Finance and International Business, is a CERTIFIED FINANCIAL PLANNER® professional, and maintains a Series 65 license. He resides in Mill Valley, California, with his wife and daughter.
Ryan Walker, CFP®, CEPA
Ryan Walker, CFP®, CEPA®, is a Senior Wealth Manager with extensive experience helping individuals, families, and business owners navigate complex financial decisions. Since beginning his career during the 2008 financial crisis, Ryan has guided clients through a variety of market environments, developing personalized wealth management, retirement, and financial planning strategies tailored to their goals. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor, he has particular expertise in helping business owners prepare for and navigate successful transitions. Ryan holds a bachelor's degree in Operations Management with a concentration in Finance and resides in Southwest Washington, where he enjoys spending time outdoors and traveling with his family.
Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.