Planning for the Power Years: A Next-Phase Exploration for Boomers Considering Retirement

Today’s Boomers want more from retirement than previous generations. In addition to expecting health, wealth and an active lifestyle, more  than 65% of today’s retirees are choosing to continue some form of work. But a full and vital life in the "retirement" years doesn’t just happen; it requires a vision, a plan, and determination.  

In this powerful one-day session, you'll develop a picture of  your ideal "post-retirement" life and a plan for achieving it. 

Code: CDV385,  CEUs: 0.6,

Length:  One 8-hour session

Instructor:  Harper-Rispoli

Who should attend: Individuals 50 or older who are approaching retirement or considering retirement from their current career.

Benefits:

• A vision for the ideal "post-retirement" phase of your life.

• A plan for making the vision a reality.

Learning Outcomes:

By the end of this program, you will be able to:

• Explain the differences between traditional retirement and the "new" retirement.

• Discuss work options in retirement.

• List the most valuable planning resources for ensuring a fulfilling post-retirement life.

• Outline key financial considerations and strategies related to achieving your post-retirement goals.

• Develop and implement an action plan for a satisfying life in your  "power years."

Program Outline:

1. Overview and introductions

2. Retirement then and now

3. Concerns and expectations for the next phase of life

4. To work or not to work?

5. What would your ideal retirement look like?

6. Financial planning to support your vision

7. "Power years" action planning

BRING THIS TRAINING TO YOUR SITE!

Any AGTS class can be customized and brought on-site to your organization.

For more information on this option call 480-967-7544, x3 (800-970-1270, x3 outside the Phoenix Metro area) or email Custom Training Specialist.

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