What's Next: 10 Success Factors to Best Manage Retirement

Overview:

This interactive multi-media course provides a framework, and a process including written exercises and table discussions that provide a wealth of information on the soft skills and all comprehensive issues of planning retirement.  It helps you to chart your own course with resolve and clarity as you navigate from the workplace to a full or partial retirement. 

Course Content:

In this course, you will gain knowledge about the following topics: 

• Your personal balance sheet: re-assessing your current concerns, strengths and core values
• Assess readiness to retire, learn about the four common stages of the retirement transition and how to avoid their pitfalls
• Soft skills: enhancing emotional/social intelligence capabilities as assets to better ease into this major work/life transition and avoid common states of depression
• Identify workplace accomplishments and transferable skill sets
• Wellness and Neuroplasticity: how to keep the brain, mind and body thriving as we age
• Tools to clarify expectations and better align/plan with spouse/significant other
• Understanding attitudinal patterns in relationship to money and financial security
• Real life examples of people who have achieved a fulfilling re-engagement beyond their workplaces
• Create an engaging vision, mission statement, and action plan for your best future 

Learning Objectives:

Upon completing this course, you should be able to: 

• Gain fresh insights about the ten success factors of retirement and re-engagement
• Understanding the five functions/benefits of work and how to replace them to meet the related fundamental human needs
• Better understand the mixed emotions and competing commitments often experienced in midlife and/or while approaching retirement
• Grasp how to redefine purpose and reconfigure your personal identity beyond the workplace
• Reassessing core values to achieve congruence while planning for future
• Integrate practices that enhance wellness and longevity and create greater meaning and quality of life
• Replace any anxiety about “what’s next” or “what will I do” with an inspiring yet realistic vision and a practical plan 

Who Will Benefit: 

This course will benefit professionals 50 +, to gain a deeper, more comprehensive understanding of all issues related to the major work/life transition of retirement, for themselves and, in some cases, for their clients.