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Programs for Organizations

Roughly 10,000 baby boomers are expected to turn 65 every day over the next decade.  Forward thinking organizations help employees plan financially for this transition, but psychological preparation is equally important.  Depending on one’s health, retirement can span dozens of years.  The transition is complicated by the fact that many people are not psychologically ready for what could be one of the longest phases of their life. 

Furthermore, when key employees are ambivalent about retiring it can have a profound impact on the organization:  

  • The individual may have difficulty committing to a definitive date to retire. This impacts the organization’s operations and succession planning process.

  • The individual steps down but has trouble stepping away (e.g. insists on attending meetings and offering input).

  • The person doesn’t fully embrace the succession plan (e.g. criticizes or undermines their successor). 

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 if you’re unprepared. Our programs can help your employees explore the head and heart side of retirement and craft a smooth transition to their next chapter.

Transition Prep Workshop Series

For Your Employees


This series is designed around two 60-minute workshops 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 discussion, participants can begin to tackle the questions that must be addressed 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.

  • Determine the right life portfolio for you, given that you have 168 hours each week to allocate. . .

  • Consider what has been satisfying about work in order to establish compelling options for the future.

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

  • Clarify essential values and personal identity beyond work.

Note:  Although this workshop encourages an exchange of ideas and includes time for discussion, the exercises and questionnaires are completed individually and privately.  Participants are not required to share with others in the group unless they wish to do so.

The Psychology of Retirement

60-minute presentation


This 60-minute presentation is a broad overview designed to help employees better understand the psychological issues that can complicate retirement planning. 

Topics covered include:


  • Cognitive and Emotional Barriers to Retirement Planning


  • Examining assumptions and expectations about retirement


  • How past transitions can inform your pat​h forward

  • Strategically determining how to spend your time

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