Let’s change the way people prepare for retirement
Retirement is one of life's most significant transitions. Financial planning forms the foundation, but it is not the end of the story. Our research-based programs equip professionals with the insights and tools to support the social and psychological side of retirement, and help more people thrive in this next chapter.
Two programs for different professional backgrounds and goals.
Psychology of Retirement Masterclass
Are you a financial planner, wealth manager, or other professional working with retirees and pre-retirees? This course will provide you with insights and tools to help you deepen your client conversations and deliver more holistic retirement guidance.
Retirement Life Coach Certification
Are you a trained or experienced coach who is looking to provide more specialized support for retiring clients? This certification will equip you with retirement-specific insights and tools to provide more focused support with the retirement transition, and get at the heart of the issues retirees face.
Based in research on retirement adjustment and wellbeing.
Retirement wellbeing is shaped by more than finances. Identity, purpose, relationships, and daily structure all shift when work ends. With an awareness of the key elements that impact this transition, and the common hangups people encounter along the way, we are able to go deeper than most retirement planning does.
Our approach is grounded in research on the social and psychological adjustments to retirement. We do not assume what retirees are facing, or that retirement looks the same for everyone. We dig into the lived experiences of retirees to understand the contextual and personal elements that matter most.
“Retirement Life Plan immediately made sense to me... Pauline really understands that the issue for people facing retirement is not just the practicalities of everyday life, it is primarily the transition from career to the next phase of life.”
