Who is in Need of a Retirement Transitions Individual Workplan?

Individuals who have not made a comprehensive plan for life after work.

 

When should I participate in the workshop and/or coaching and begin designing a retirement plan?

The sooner the better and optimally, our clients suggest 5-10 years prior to retirement!

 

Other client questions discussed with strategists...

 

Why is retirement planning essential?

• How will I know I’m ready to retire?

• Who will I be when I am not working?

• What happens if I’m not ready to leave?

• What does my retirement have to do with my family and friends?

• Can I turn my passions into a new business?

• Should I relocate closer to family, warmer weather, or better health care facilities?

• How can my spouse and I spend time together differently?

• What will be my purpose every morning?

• How do I construct a dynamic Whole Life Retirement Plan?

 

What can I anticipate?

• How will I feel living on a retirement income?

• What will leisure time become?

• How can I engage with new acquaintances, neighbors, and friends?

• How can I adapt to my physical, mental, and emotional changes, and those of loved ones, brought on by aging?

 

How retirement is changing...

• Retirement may last 30 years or longer as science/technology increase longevity!

• 10,000 baby boomers turn 65 everyday!

• Bankruptcies are increasing as a result of financial insecurity and ripple effects from the 2008 recession!

• Depression, anxiety, alcoholism, and drug abuse are on the rise among retirees.

• Many retirees are going back to work!

• Over 80% of retirees would like assistance with retirement coaching!