Retirement Planning: Next Stage for You or Your Client

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more.

This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

• Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about
• It's About Time -- Discovering a new sense of purpose
• Money Matters -- Assessing your financial conditions
• Relationships Matter Too -- Addressing needed or potential changes in your relationships
• Healthy Habits -- Examining new or renewed ways to stay healthy
• Who I Am -- Creating a new identity, and answering "So what do you do?"
• My Master Plan -- Figuring out what to do next

Who will benefit:

A professional considering, planning or engaged in retirement for oneself or for one's clients

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.