Speaking & Workshops

Bring PHASE^™ to Your Advisors, Teams, or Conference

PurposeNext delivers PHASE^™ through professionally led conference sessions, workshops, and virtual experiences designed specifically for financial advisors and HR leaders.

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Customized Experiences for Your Audience

Cam Marston is available to present PHASE^™ at industry conferences, firm meetings, leadership retreats, and via webinars and private video sessions. Each engagement is structured as a customized experience tailored to your audience, objectives, and time frame.

Conferences

Keynotes and breakout sessions for industry events

Firm Meetings

Team trainings and leadership retreats

Virtual Sessions

Webinars and private video presentations

What We Deliver

PHASE^™ presentations introduce a research-based framework for understanding the non-financial side of retirement readiness and its relevance to professional practice. Sessions are designed to help participants understand:

How PHASE^™ works and why it resonates with today's pre-retirees and retirees
Why Purpose, Health, Activities, Social Life, and Everyday Life materially affect retirement outcomes
How gaps in non-financial readiness often appear as hesitation, anxiety, or stalled planning conversations
How PHASE^™ enhances engagement, clarity, and long-term relationships

“This is not therapy or coaching. PHASE^™ is a professional, evidence-informed system delivered in a format appropriate for financial and HR audiences.”

Every session is designed to bridge the gap between financial readiness and life readiness—helping professionals serve their clients and employees more holistically.

What Participants Receive

Participants experience PHASE^™ directly, giving them immediate context for how the framework works and how it can be applied to guide clients and employees who are preparing for retirement.

Online Assessment Access

Access to the PHASE Into Retirement^™ online assessment to experience the framework firsthand

PHASE^™ Field Guide

A copy of the PHASE Into Retirement^™ Field Guide to take with them

Your Presenter

Led by Cam Marston

PHASE^™ sessions are led by Cam Marston, author of five books including Generational Insights and The Gen-Savvy Financial Advisor, and a long-time expert speaker to financial services and corporate audiences across North America.

Cam has delivered his solutions for over 25 years, helping firms understand generational shifts, client expectations, and the human dynamics that influence long-term relationships. PHASE^™ extends that work by addressing the non-financial questions that clients and employees approaching retirement often struggle to articulate.

5 Published Books25+ Years SpeakingFinancial Services Expert

Bring PHASE^™ to Your Event

From keynote presentations to interactive workshops and virtual sessions, PurposeNext & Cam Marston work closely with conference planners and organizations to design an experience that delivers meaningful value.

Money makes retirement possible. PHASE^™ helps make it fulfilling.