WHAT WE OFFER

What is a lifestyle transition? Marriage; loss of a parent, partner, or close friend; career change; moving; divorce; serious illness; starting a new business. It is all of these and more. But the leading lifestyle transition now confronting baby boomers is retirement. Every day 10,000 Americans cross this bridge into a new life.

Do boomers have a realistic sense of what their lives will be like once they cross the bridge? Are they prepared for the transition? Many will find their retirement experience unpredictable and confusing because any emotional adjustment to a major life change is likely to be uneven. The good news is that transition opens the door to a new life.

Research shows that those who do financial and life planning increase their satisfaction with the choices they make in retirement. So learn more about this transition at the Retire Happy and Pre-Retirement Life Planning seminars.

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The Retire Happy Seminar

Retire Happy focuses solely on life planning - that half of the retirement equation that is typically overlooked. It is designed for those who are beginning to envision what their lives might look like once they are free. It is offered in two full-day formats: a half-day morning seminar with individual coaching sessions in the afternoon or a full-day program without coaching.

In advance of the seminar, participants may take the Retirement Success Profile™ or the LifeOptions™ Assessment. We explore attitudes about retirement to uncover hidden assumptions and expectations about this life-changing event as well as discussing our fears and dreams. Individual exercises foster self-reflection.

The instructor discusses transition and shares her story and the stories of others to illustrate the emotional adjustments typical in any major life change. We also discuss tools for planning "what's next" and complete an exercise intended to begin the life planning journey requisite for both work/life balance and a successful retirement transition.

The Retirement life Planning Seminar

By working with Federal Career Experts , Lifestyle Transitions is now able to offer a holistic program - The Pre-Retirement Life Planning Seminar - that covers both halves of the retirement equation—financial planning and life planning. John Grobe, President of Federal Career Experts, brings a wealth of factual information about financial planning that complements Lifestyle Transitions knowledge about the social and emotional adjustments in retirement.

Seminar participants in The Pre-Retirement Life Planning Seminar benefit from lively, interactive sessions in which they: learn about federal annuities, insurance, Social Security, Medicare, the TSP, financial planning, taxes, and estate planning; share their own assumptions, fears, and dreams about retirement; learn about trends that will shape their life planning; gain insight into transition dynamics; learn from the stories of others who are already on the journey; receive information about on-line assessments, retirement life planning tools, and other useful resources. This seminar is offered in two or three day formats. A two day seminar includes 1½ days of financial information and ½ day of information and interactive exercises about the social and emotional changes in retirement. A three day seminar will focus on 2 days of financial and 1 day of lifestyle planning activities. For more information about John Grobe, see www.federalcareerexpert.com.

Besides these programs, LIFESTYLE TRANSITIONS can also customize a program to meet the particular needs of an organization or group.

Private Coaching

Whether you have recently retired or are thinking about taking the plunge, contact Karen today to discover how private coaching can help you:

• clarify your values,
• rediscover your old passions,
• remove obstacles,
• confront fears, and
• create the life in retirement that you always wanted.

Contact us today!

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