Retirement Preparation

The fears and apprehensions associated with entering the retirement phase of life can often be alleviated through careful planning and a better understanding of what retirement really means.  Our Retirement Preparation Programs were developed to assist individuals in planning an effective transition into retirement and to help them view it as an opportunity to pursue new avenues.

Our Programs are offered on an individual or group basis and are customized to meet the needs of the individuals participating in them. We coach participants and their partners (if applicable) through various lifestyle, legal, and financial planning exercises and assessments, including:

LIFESTYLE

• Retirement Myths And Realities
• Taking Charge - Planning And Establishing Goals For Retirement
• Adjusting Your Lifestyle And Planning Your Time
• Assessment of Personality Type, Needs and Values
• Birkman Questionnaire - Behavioural Style, Needs, Stress Behaviours And Interests.  Participants Will Receive A Detailed “Individual Report” As Well As “Relationship Differences To Watch Report”
• Values Questionnaire
• Importance Of Assessment And How It Relates To Planning For Retirement
• Relationships
• Relationship Skills Exercise - Impact Of Retirement On Relationships, Techniques For Dealing With This Transition And The Role Changes Retirement Introduces
• Retirement Expectations
• Expectations Questionnaire - Appreciating And Dealing With Differences In the Expectations Of A Partner
• Managing Stress During Change – The Transition To Retirement
• Social Readjustment Rating Exercise, Stressful Events Survey - Responding To Stress Normally Associated With Retirement And Social Readjustments
• Health & Fitness
• Personal Health Checklist - Physical Activity And Its Relationship To Health / Aging /  Well-Being, Nutrition And Its Affect On Health
• Leisure
• Leisure Activities Exercise - Taking Advantage Of Available Opportunities
• Travel
• Differences Of Traveling In Retirement, Traveling On A Limited Budget, Opportunities Available To Retired Persons
• Housing
• Various Living Arrangement Available To Retired Persons, Determining Geographic Location, Alternatives In Living Exercise
• Skills, Talents and Self Development
• Identification Of Skills And Talents, And Their Application In Retirement - Discussion On Pursuing Growth And Development Opportunities, Including A New Career Or Volunteering

FINANCIAL

• Detailed Explanation Of Retirement Package (If Applicable)
• Assessment, Definition And Impact Of Current And Future Financial Goal
• Information On Personal Financial Management At Retirement
• Identification Of Sources Of Income, And Investment Strategies
• Income Tax Implications

LEGAL

• Wills And Power Of Attorney For Property / Personal Care, Including Living Will Issues

Some of our client organizations provide these programs on a group basis for employees who are planning to retire in the near future. Individuals who have been released and are participating in our Career Transition Program have the option of shifting the focus of their program from career to retirement planning.

Hear what the employees participating in our programs have to say about us.

• Unsolicited Feedback