"Ask The Expert" Virtual Series
Each month, Third Half Advisors brings you thoughtful, interactive conversations with trusted experts across the Portfolio Life — health, finance, creativity, and mindset. These are not webinars. They are lively, small-group gatherings designed for reflection, insight, and exchange.
Sessions are generally one hour long. We limit attendance to promote interaction and meaningful conversation with the speakers. Our goal is to provide continued enrichment and interaction for members of the Third Half Advisors community.
Third Half Advisors has played an invaluable role in helping me transition to a fresh, new phase of my life. Through their Expert sessions, combined with personal work on skills analysis, I found the confidence I needed to walk away from a decades-long career to find new meaning. I also loved meeting so many other talented people who were going through a similar process... it's a fantastic, supportive community!
– Third Half Attendee
Representative Topics
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Exploring the Arts and Creativity
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Consulting 'Gigs' & Entrepreneurship
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Social Impact Ventures
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Helping Adult Children Become Financially Independent
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Downsizing—How to Make Difficult Decisions
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Healthcare & Wellness
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Everyday Mindfulness
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Adventure Travel

Ask the Expert Fall 2026
Thursday, October 8 @ 11:00 AM ET | Peggy Klaus
"What Do I Want More of — and Less of — in My Life Now?"
Tuesday, November 3 @ 4:30 PM ET| Michael F. Kay
Craft Your Chapter X: Finding Meaning (and Joy) After a High-Performing Career
Thursday, November 19 @ 11:00 AM ET | Howard Fischer & Richard Zimmerman
Investing with Impact: Aligning Your Wealth with Your Values
Tuesday, December 1 @ 4:30 PM ET| Becky Crowe
Giving with Purpose: How to Make Your Philanthropy Matter
Past "Ask The Expert" Conversation Topics
Are you ready to join the Third Half Community?



















