Reinvent Retirement: Gather Insight This January 22, 2015 at SB2


Times they are a-changin’. For a large majority of baby boomers, the idea of full-time retirement at age 65 is more folklore than reality. With recent economic changes and an evolving concept of the span of work, more and more boomers are redefining what it actually means to retire.

On January 22, 2015 SRQ | The Magazine will host “Reinvent Retirement: Boomers & Caregivers”, a symposium dedicated to changing trends as our workforce ages, financial planning for the future, navigating the difficulties of serving as a caregiver for aging parents and tax considerations.

January’s panelists include:

  • Kelly Caldwell: CEO and President, Caldwell Trust Company
  • Erin McLeod: Senior Vice President, The Friendship Centers
  • Kathy Black, Ph.D.: Professor of Social Work and Gerontology, University of South Florida at Sarasota/Manatee
  • Robert Karnick: ROBRADY Design
  • Tim Hearon: Chief Executive Officer, Boomerswork
The monthly SB2 Symposiums were born out of the desire to present regionally relevant topics and foster a dialogue on ways to strengthen the Sarasota and Bradenton community. To purchase tickets, please visit
Reinvent Retirement: Boomers & Caretakers
Breakfast Symposium: Thursday, January 22, 2015
7:30- 9 am
The Francis (1289 N. Palm Avenue, Sarasota, Florida)

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