Where Longevity
Meets Purpose
We’re a pioneering online education platform dedicated to transforming how individuals and professionals approach intentional aging.
Through our innovative programs, we empower people of all ages to shift from fear and frailty to opportunity and promise—turning longer lifespans into the greatest gift of our time.
The Age of Longevity is upon us.
Move beyond a 100‑year‑old retirement model to proven Longevity Planning that protects wealth, health and purpose across longer, complex lifespans.
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Future-Proofed Expertise: Gain cutting-edge knowledge aligned with 2025 demographic trends and industry shifts in AI and geroscience. -
Enhanced Trust & Engagement: Develop skills to build deeper, more meaningful connections through holistic longevity-focused approaches. -
Flexible, Accessible Learning: Self-paced online courses and direct email support. -
High ROI & Practical Tools: Achieve significant returns with actionable tools like the Flourishing Longevity Scorecard and AI-driven resources.
Real People, Real Results
Redefining What It Means to Age Successfully
For Financial Professionals
The Longevity Advisor Training Program
Transition from a 20th-century retirement model to a client-first Longevity Planning framework. Accredited: 12 NASAA IAR CE modules.
NASAA-approved, 12-module program (12 CE hours)
Reduces fiduciary risks under ERISA/UPIA compliance
Drives 20%+ referral growth through deeper client engagement
Generates 80x ROI on $20MM+ in net new assets
Future-proofs your practice with AI-aligned tools
For Individuals
The Flourishing Longevity Program
Practical, step-by-step guidance to plan longer, healthier financial futures - no jargon, clear actions.
4-step curriculum reframing aging from decline to opportunity
Overcome loneliness and isolation through purposeful connection
Plan proactively for health and fulfillment into your 90s and beyond
Live with increased joy and intention at every age
Recognized as a thought leader in the area of “flourishing" longevity, Jonathan was the Keynote Speaker for the Florida Council on Aging’s 2024 Annual Conference. Jonathan has developed training for Financial Professionals to provide a fresh perspective on longevity planning, allowing both the professional and their clients to benefit from the inspiration and energy this fresh perspective creates. With many now living far longer than they expected, the training uniquely includes facilitating advisory workshops for the financial professionals and their clients where participants begin to reframe and redefine what it means to successfully and to think about themselves and their futures in ways they might have before, shifting mindsets from ones of fear and frailty to ones of discovering a whole new world of opportunities they never thought possible.
Jonathan started in Financial Services in London in 1986 as a Bond Broker, moved to Orlando FL in 1999 and has been a resident in Central Florida ever since. Following time at SunTrust, in 2006, he joined Schwab Institutional as a Relationship Manager developing his passion for bringing simple but powerful solutions to those in his care and in 2012 joined Merrill Lynch’s Practice Management Consulting Group. During this time, the seeds for thought leadership and providing training for Longevity Advising were sewn. In addition, Jonathan became an accredited financial services coach through Clientwise and also became a Gallup Certified StrengthsFinder Coach.