Workshops to Help You Retire With Confidence
Non-financial retirement planning for those in or near retirement, so you know what to do next.
Retirement isn’t all about finances
When people think about Retirement they tend to think, “Will I be able to afford it?” Unfortunately, when your only focus is money, you forget to ask other important questions such as…
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What will you do each day once work is done?
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What does retirement look like for you?
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How will you fill your day when you have no meetings to attend?
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Are you and your partner on the same page about retirement?
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Where will you live? Close to the kids, or not?
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How many rounds of golf can you play before you get bored?
Successful Retirement Requires Planning
Savvy retirees know good things don’t happen by accident, they happen with proper planning.
Clarity of Direction
Know what you want to do in retirement.
Defined Purpose
Define who you are once your work is gone.
Peace of Mind
Explore your options knowing you have a plan.

Your Retirement Guides

Hi, I’m Karen

 

I’m a Passionate Personality

Many couples (and individuals) enter retirement because they believe that’s what they are supposed to do. I know because that’s what I did.

However, after three years of retirement, I realized there’s a lot more to it than just dollars and cents, which is why I created My Retirement Roadmap.

Now, I help savvy individuals make the most of their retirement by creating a plan to address the things that catch them by surprise once they’ve left the workforce, even if means they might want to rejoin in a different way!

 

Hi, I’m Sharon

 

I’m a Tireless Traveler

Always have been. I studied in Egypt and traveled the Nile. I’ve had several lucrative and wonderful careers, but, I’ve also experienced lean financial years. It took me many years of hard-won experience with education to understand what is important in life and how to match my passions with my lifestyle. I can share with you strategies I’ve learned to make retirement years the best years to come!

Do you know your retirement personality? Find Out – Take the quiz

Don’t wonder what you’ll do next.
Your Steps to a Purposeful Retirement
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Create Plan
Attend the workshop and develop your personal retirement plan
Retire Confidently
Retire with purpose and a plan instead of a prayer.
Are You Wired Correctly for Retirement?
When was the last time you thought about retirement? When you checked your IRA or your 401K? What happens if retirement doesn’t work for you? Will you get bored traveling? Will you live near children or somewhere else? Is your spouse on the same page? Without a daily routine, will you sit around and watch TV all day?

Many people retire because they hit the “magic age” but have rarely given any thought about what retirement means for them. Companies don’t prepare you for retirement, and you won’t know if it will work for you until you’re in it. Then what will you do?

Do You Know Your Retirement Personality?

There are many reasons to start “looking into” retirement. You may have reached or soon will reach the magic retirement age, or you might be tired of working.

After 30 years of working with older adults as a therapist, I was ready to stop working. So I did, for three years, until I realized “traditional retirement” didn’t align with my personality.

To help others enter retirement confidently, I developed this quiz based on my experiences to help you visualize yourself in retirement based on your personality, so make the right choices and can enjoy what you’ve worked so hard to attain.