Simon Chan Auhtor Headshot Image

Simon Chan

Longevity

Simon Chan, MBA, CFP is a strategic advisor on longevity & retirement innovation, and the founder and CEO of Adapt with Intent Inc.

It’s not enough to ask clients when they want to retire It’s not enough to ask clients when they want to retire

Longevity

It’s not enough to ask clients when they want to retire

Talk about the transitions they expect to make in the next 10 to 20 years, and how flexible their financial plan needs to be

By Simon Chan |February 2, 2026

5 min read

Advisors have a chance to lead on longevity Advisors have a chance to lead on longevity

Longevity

Advisors have a chance to lead on longevity

Global financial institutions have begun treating longevity as a strategic pillar

By Simon Chan |November 27, 2025

4 min read

How retirement coaching is redefining the future of advice How retirement coaching is redefining the future of advice

Longevity

How retirement coaching is redefining the future of advice

Retirement readiness is about more than money

By Simon Chan |October 14, 2025

3 min read

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