OakPath Debuts Aggi to Redefine Retirement Planning

The platform functions as a 'What’s Next Engine,' moving away from traditional retirement models that often frame aging as a period of decline. Instead, Aggi focuses on maintaining individual agency by connecting users with personalized resources. Through initial conversations, the AI identifies a user’s goals and obstacles, subsequently offering curated tasks ranging from Medicare navigation to physical wellness routines.

For users requiring more hands-on assistance, the service integrates a human concierge component to help execute complex or time-consuming plans. Kyoko Crawford, President and CEO of OakPath, emphasizes that the goal is to help individuals carry their sense of purpose forward rather than simply winding down. By placing control back into the hands of the aging population, the company aims to replace passive retirement planning with active life management.