The following services were developed specifically for different audiences to explore the retirement process.

#1: Creating Your Amazing Retirement

Retiring soon? Already retired? This 4-hour workshop is designed for individuals who are getting ready for a new stage of life but are feeling a bit lost or a sense of uncertainty about how to proceed. In order to individualize your plan, prior to the workshop, participants will complete the Life Options Profile™ assessment that covers the six life arenas critical to a successful retirement. Individuals will leave the workshop with a more positive outlook and a clear set of steps to take. Additional coaching is also available for those who want to further explore specific life arenas. Click here if you are interested in learning more about this workshop.

#2: Retirement Readiness for Individuals and Couples

Retirement is a major life change that impacts all parts of one’s life. It is crucial to have state-of-the-art knowledge necessary to take this bold step. This 5-week program is designed for individuals or couples who want to explore the six life arenas that are critical to having a successful retirement. The arenas include: finance, career and work, health and wellness, family and relationships, leisure and social, and personal growth. Sessions are in person, by phone or Skype and are typically 60 minutes long for individuals and 90 minutes for couples. By the end of the 5 weeks, participants will have a better understanding about what they need to do to prepare for retirement and have strategies for implementing a personal retirement plan. Click here if you are interested in learning more about this program.

#3: Reinventing Retirement Seminar for Groups

While we come to retirement with different life experiences, many people have similar concerns about retirement. Sharing those concerns in a small group is a powerful way to learn about a variety of perspectives and approaches to these common concerns. This 5-week coaching seminar explores the six critical life arenas relevant at the crossroads of retirement and aging. By the end of 5 weeks, participants will have a better understanding of what they need to do to prepare for retirement. Click here if you are interested in learning more about this seminar.

#4: Mastermind Group for Coaches

Over 10,000 baby boomers are turning 65 every day. Most are facing the overwhelming task of deciding when to retire and how they want to spend the rest of their lives. This flood of decisions requires a great deal of coaching support! Our Mastermind groups “train the trainer” by helping coaches explore whether retirement coaching is the right niche for them. Participants will gain an understanding of the informational background needed to become retirement coaches. This includes links to a variety of certification programs, knowledge of up-to-date resource materials, understanding of current marketing strategies and other individual issues pertaining to leading such courses. The Mastermind groups consist of five 90-minute phone sessions. Participants will have a better understanding of what’s involved in retirement coaching and whether they are ready to shift their coaching practice to this target audience. Click here if you are interested in learning more about this group.

#5: A Retirement Workship for Federal Employees

This 4-hour workshop is designed for Federal employees who are thinking about retiring within the next three to five years. The goals of the workshop are to identify the areas that are critical to one’s retirement future and to develop the beginnings of an action plan for moving towards that future. The workshop explores the six life arenas that need to be considered when developing a plan for retirement. Prior to the workshop, participants will complete the Life Options Profile™ assessment that provides personal data to help create the best plan for one’s retirement. Click here if you are interested in learning more about this workshop.

#6: Financial Planners: How to Help Your Clients Get Ready for Retirement

Are some of your clients struggling to make decisions about retirement including: changing careers, working part-time, volunteering, downsizing, and/or moving? Many of these decisions have significant financial implications and your clients are looking to you for help in making the right choices. The purpose of this 2-hour workshop is to give Financial Planners, Consultants, CPAs and others in the wealth management field the resources they need to help their clients prepare for a successful retirement. The goals of the workshop are to learn about the physical and emotional impact of retirement; the six life arenas that are critical to a successful retirement future; and how coaching provides the support that clients need to address these major life decisions. Click here if you are interested in learning more about this workshop.