Retirement - Beyond Dollars and Cents
Right now, it’s more important than ever to address the issues and opportunities that surround the culture of retirement planning. We know from the latest science, research, polls and conversations with clients that making the decision to retire is difficult and stressful. In fact, retirement is one of the top 10 most stressful events in a person’s life.
An alarming number of people fail at retirement, wasting the first few and most valuable years of it trying to figure out who they are – or worse – succumbing to the dark side of retirement. And believe us, there is a dark side. Nobody plans for that to happen and it’s heartbreaking to watch an individual quietly withdraw after serving their family, friends, profession and community for decades.
Working in tandem with financial advisors, insurance and estate professionals, employers, psychologists, faith leaders and human resource directors, our goal is to make sure people don’t waste some of their best years struggling to figure out their new options and choices on their own. We believe that running out of money pales in comparison to running out of family, friends, good health and time.
If you are in the financial services industry, your clients take the time and thought to consider and plan for the financial aspects but rarely plan for the non-financial factors like replacing their work identity, staying connected and relevant, as well as keeping mentally and physically fit. Through our Retirement Wellness Workshop, we help your valued clients think about and prepare for retirement like never before.
The program is focused on the mental, social and physical aspects of retirement instead of the more traditional dollars and cents. With radical longevity here to stay, retirement planning can no longer focus exclusively on pensions, insurance and investments. It really needs to help people plan for how to replace their work identity, stay socially connected and mentally and physically sharp.
Call us today to learn more.