Explore the essential elements that are critical to living an extraordinary life – apart from your business – while taking control and getting others on board.

At our January Core Member Breakfast, change experts Keith Lawrence and Peg Stookey will be joined by Rick Theders, Chairman of RiskSOURCE Clark-Theders, a business owner in mid-transition who is setting the bar high for anyone contemplating what comes next.

Members are encouraged to bring their spouse or others impacted by their impending retirement to:

  • Gain awareness and appreciation for the risks and challenges of transitioning from what you are doing today;
  • Explore the five stages of the retirement journey and understand the crucial conversations that must take place;
  • Learn how to transform your change situation into a once-in-a-lifetime opportunity;
  • Work with new tools to cast your future vision and zero in on what really matters.

Create a vision for a future that is strong enough to draw you toward it. Register today!


Rick Theders, RiskSOURCE Clark-Theders; Peg Stookey, The Legacy Center; Keith Lawrence, Sustaining Success Solutions

Keith E. Lawrence, Founder and President, Sustaining Success Solutions

Keith Lawrence is a student and teacher of high performance - how people, teams, and organizations unleash their full potential. He has invested 45 years diving into what creates extraordinary sustained success. Keith began his career with P&G where his assignments included manufacturing, customer services, purchases, engineering, and human resources. During his time at P&G Keith traveled over three million miles benchmarking the world's very best organizations and leaders. He retired from P&G after 32 years at the end of 2009.

After observing fellow coworkers struggle with retirement he partnered with Alan Spector to research this life transition. After interviewing thousands of retirees and consulting with the world’s experts they published the book “Your Retirement Quest - Ten Secrets to Creating and Living a Fulfilling Retirement.” It has ranked in the top five percent of Amazon book sales since its launch on July 4th, 2010 and is currently in its third printing.

Peg Stookey, Founder, The Legacy Center

Peg Stookey is founder of The Legacy Center and is known as a Change Catalyst and an Instigator of New Beginnings. She has a unique background which blends time spent in entrepreneurism, franchising, career transition/job search, personal branding, change leadership and professional change readiness. Legacy is not simply the name of her business – it’s an ever-present, core value. Peg is an avid proponent of using Positive Psychology methods and practices in order to achieve greater success, in work and in life. Peg says, “If you’re going to make a change, let’s make it based on the BEST of who you are and the MOST of what you have to offer!” Peg is “People First” but Process and Purpose are close seconds in the race to success.

Rick Theders, Chairman, RiskSOURCE Clark-Theders

Rick Theders acquired RiskSOURCE Clark-Theders in 1977, and since then has continued to build an environment that provides exceptional service and quality insurance products. As Chairman, Rick still enjoys visiting one-on-one with customers and addressing all aspects of their insurance needs. His son, Jonathan, joined the agency in 1998, and had the vision to develop RiskSOURCE Cares, the company’s community outreach program.

Since the RiskSOURCE Cares committee formed, Rick has dedicated himself to working with the Mount Healthy Alliance, assisting them with their food pantry project.  He is the former chairman of the National Association of Career and Technical Education, Business Partnership board, and past chairman of the Great Oaks School District Business Advisory Board. He also serves on the Board of Trustees for St. Joseph Home as Chair of the Board and as a weekly volunteer. He is also very active with his church.


If You Go

When: January 18, 2017, 7:30 - 9:30
What: Core Member Breakfast
Attire: Business casual
Location: Sharonville Convention Center, 11355 Chester Road, Cincinnati
Who should come: Core Members; spouses and other family members; others in the business impacted by the owners’ retirement


Thank you to our corporate partner sponsors Johnson Investment Counsel, US Bank and Wood & Lamping