Designed for the pre-retirees who are 3-5 years from their planned retirement date or new retirees who are 1-3 years into their retirement. This workshop focuses on raising the awareness of the pitfalls of an unplanned retirement and provides a roadmap for retirees to ensure their retirement is the most meaningful, purposeful, and fulfilling period of their lives.
The retirement landscape is changing, but many still approach their retirement without a non-financial plan that addresses the hidden downsides that come from “drifting” into retirement. Most retirement planning is only focused on “the numbers”, the financial side and fail to consider the mental, emotional, social, and physical aspects of this new lifestyle. The result is that over 40% of retirees report that they have failed to achieve their retirement dreams and that retirement has not turned out as advertised.
With post-career lifespans now reaching 20-40 years, more attention is being paid to having a plan for this new extended “third-age.” The “What’s Next” workshop introduces the elements retirees should consider to ensure a longer, healthier retirement and provides the awareness and tools to act on those elements.
The workshop is a multisession interactive live video workshop with Certified Retirement Coach, Gary Foster. Sessions cover a variety of topics designed to guide individuals or couples (partners are free) to an individualized plan for a meaningful, productive, purposeful, and healthy post-career life.
- Raising self-awareness through self-exploration.
- Laying the foundation for long-term health.
- Understanding the “third age” and the changing retirement landscape.
- Planning for a meaningful, purposeful “third age.”
- Bringing it all together – a flexible, written non-financial retirement plan.