Programs for Organizations

"Most companies’ human capital strategies have traditionally been more focused on moving people into jobs than on easing workers out of them. Companies create entire departments to recruit, interview and woo candidates, but they tend to give less thought to what happens as employees near retirement.”

(Source: Brandon Rigoni and Amy Adkins, 2015, https://news.gallup.com/businessjournal/181286/part-time-work-benefit-baby-boomers-employers.aspx)

Forward thinking organizations help employees plan financially for their retirement, but psychological preparation is equally important. When key employees are ambivalent about retiring it can be disruptive to the organization.

The individual . . .

may have difficulty committing to a definitive date to retire.
may step down but find it hard to step away.
may not fully embrace the succession plan.

As their employer, you’ve not just contributed to your staff's 401k. You’ve also contributed meaning, structure, and purpose to their daily lives. Imagine what it’s like trying to replace those things, especially for those who are mentally unprepared. This workshop can help your employees explore the head and heart side of retirement and craft a smooth transition to their next chapter.

Transition Prep Workshop

For Your Employees

This fast-paced 60-minute workshop is designed for a small group of your employees (although the length and structure can be customized to fit your needs). It is ideal for a lunch-and-learn program.

Through a mix of questionnaires and exercises, participants can begin to tackle questions they need to address in order to successfully navigate the transition to retirement.

5 Key Take-Away’s from this workshop:

Define the key elements of a successful transition.

Establish a framework for how to occupy one's time, considering there are 168 hours each week to allocate. . .

Uncover compelling options for the future, by considering what has been most satisfying about work.

Discover how earlier life events can inform the retirement planning process.

Clarify essential values and personal identity beyond work.

Note: The exercises and questionnaires are completed individually. Participants are not required to share with others in the group unless they wish to do so.