Lifestyle Retirement Planning Services, Life Planning Workshops, Coaching, Career Transition & Re-Invention for Baby Boomers and Beyond

Create an Awesome Life After Retirement

Our favorite experts share their wisdom

Suze Orman talks about the end of the American dream and planning your retirement after working.

Dan Buettner tells us how to live to a vigorous and vibrant 100 from his “Blue Zone” research.

Watch Patricia Cavanaugh and Ellie Klevins at UC Berkeley presenting ‘The 3rd Act: Moving from Late-Stage Career to Retirement’

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Fun, Informative, Enlightening

Selections from our most popular blogs

Expert Guidance for Your 3rd Act

Easy to follow strategies for a fulfilling reinvention


The 3rd Act Workbook

This workbook walks you step-by-step to planning for a happy, satisfying  life after retirement


Couple’s Workbook

This workbook helps couples plan your next stage of life and create a happy satisfying lifestyle together

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Books and Resources

Books, workbooks and other resources will help you plan for your 3rd Act and live a fulfilling life of your dreams.

Kudos for The 3rd Act

What our clients say about us

I’ve worked with Patricia for many years, and after just about every meeting, I came away with more calmness, other possibilities in viewpoint and behavior, and often some new-found lightness.

Miriam S

The best outcome [from this women’s retirement planning workshop] was being crystal clear about my passion and my purpose. Being congruent and serving my purpose gives me great joy! Retirement is totally redefined for me. I will continue to do my 3rd act with as much passion as my 2nd act.

Kris S

The opportunity to take a time out from a very busy life…to reflect… and be in a community of women who were supportive of one another in that reflective process. I came away [from this women’s retirement planning workshop] with increased clarity about how important my work is to me and that I want to continue to do the work that I love into my 3rd Act. I made a recommitment to my profession It is a wonderful gift to give oneself. I highly recommend it to others.

Pat Newman

Our Clients Include

Esalen • The Federal Reserve Board • UC Berkeley
Acord & Fong Wealth Strategies • Turner Construction • Bishop’s Ranch

How to Get in Touch with The 3rd Act

We’d love to hear from you, so go ahead and send us a message!

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Phone: 510-414-3524

Email:   info@the3rdact.com

Upcoming Events

January 28 Luncheon and dinner presentations, Acord and Fong Wealth Strategies, San Jose, CA.
February 25 One-Day Workshop, Acord and Fong Wealth Strategies, San Jose, CA.
April 11 Women’s Reunion for The 3rd Act Graduates, Bishop’s Ranch, Healdsburg, CA.
June One-Day Workshop, The Federal Reserve Board, Washington, DC.
October 30 Women’s Three-Day Retreat, Bishop’s Ranch, Healdsburg, CA. Register: www.bishopsranch.org or write to info@the3rdact.com.

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