Preparing for Retirement
- You are likely looking forward to retirement with a great deal of excitement, yet with a healthy dose of anxiety.
- You may not be aware of the challenges and opportunities that may be in your future.
- Like most Baby Boomers, if you are doing any planning, your focus has been on your financials. Financial security is important, but it is only one of 10 key elements of a fulfilling retirement.
- We can help—Our concepts, tools, and resources will increase the odds that the rest of your life is the best of your life.
Retirement Life Planning Concepts and Tools
Awareness
- Challenges/Opportunities
- 5 Myths
- Life-Plan Model
- 5 Stages
- 10 Key Elements
- Financial Security
- 10 Secrets
Assessment