For Financial Planners
Financial planning forms the foundation for retirement. Retirement Life Plan™ brings a broader perspective, focusing on cultivating wellbeing to create a satisfying and fulfilling new life in retirement.
Personal
vision
Retirement is a unique and individual experience. Exploring personal circumstances and preferences helps clients clarify a personally fulfilling vision for this next chapter.
The retirement
decision
Personal considerations and mixed emotions often complicate the decision to retire. Some clients may avoid retirement altogether. By clarifying a personal vision, clients are able to discover their own path.
Navigating
changes
By understanding the heart of the issues faced by retirees, we are able to help clients prepare for common adjustments and navigate a smooth transition to a satisfying retirement.
Retirement Life Plan™ solutions provide insights into the psychology of retirement, to support holistic planning—with a focus on your client’s wellbeing.
Join us in transforming the way people prepare for retirement, with an exploration of the personal, emotional, and social side of retirement. The Psychology of Retirement Masterclass is designed for financial planners and other professionals who want to elevate their practice, deepen client relationships, and deliver comprehensive retirement guidance.
Register now for early enrollment and receive 20% off + access to a bonus webinar on the Psychology of Money.
Why enroll?
With insights, frameworks, and tools from this course, you will be able to:
✔ Offer deeper, more holistic retirement conversations
✔ Reduce client anxiety and improve decision-making
✔ Differentiate and add value to your services
✔ Strengthen long-term client loyalty
✔ Help clients avoid post-retirement disenchantment
✔ Be on the leading edge of trends toward more holistic retirement planning
Retirement is not always what it’s cracked up to be.
Retirement is ranked as the third most emotionally challenging transition, with as many as 1 in 3 people struggling with retirement life. This drop in wellbeing after retirement often occurs despite financial readiness.
Clients want more holistic support.
Retirees today are living longer, more active lives. They are not wanting the traditional retirement lifestyle. They want purpose and engagement. They want to feel prepared not just financially, but emotionally, socially, and psychologically.
Equip Your Clients for a Fulfilling Retirement, Beyond the Numbers
The Psychology of Retirement Masterclass provides a deep-dive into retirement adjustment and wellbeing, and walks you through a step-by-step process to help clients prepare for and navigate retirement. Based in research on retirement adjustment, the course equips you with key insights into retirees’ experiences and how to best support them.
Who It’s For
Are you working with clients who are in or near the retirement transition?
The course is designed for financial planners, wealth managers, and other professionals who want to deliver more holistic retirement support, strengthen client relationships, and differentiate their practice. Whether you want to enhance client conversations around retirement or provide a standalone service offering, this course will equip you with research-based insights into the retirement experience and tools to support the wellbeing of your clients.
No prior coaching experience is required. However, if you do have coaching credentials, our Retirement Life Coach Certification may be the best fit for you.
What You’ll Get
This eight module, self-paced course equips professionals with a simple, practical method to guide Retirement Life Plan Conversations. You will learn how to integrate these conversations into your client work, strengthening trust, deepening relationships, and expanding the value you provide.
By completing the course, you will be able to:
Understand trends and key areas of retirement wellbeing
Introduce and discuss frameworks for retirement adjustment and wellbeing
Implement Retirement Life Plan Conversations™
Integrate conversations into your existing process or provide a standalone service offering
Lead clients through reflections and conversations to support lifestyle design
Confidently provide more holistic retirement support
The course includes:
Approximately 10 hours of required content
Optional reflective exercises for a fuller 12+ hour experience
Focused video lessons (10–30 minutes each)
Case studies and reflective exercises
A step-by-step framework for Retirement Life Plan Conversations™ with clients
Optional personal reflections
Optional live webinar for group discussion and case study review (90 minutes)
Online instructor access
Additional resources for ongoing learning
Course materials shipped to you:
Retirement Life Plan Conversations: Facilitator’s Guide - a quick reference to support client conversations
Retirement Life Plan Conversations Workbook (Facilitator’s Version) - with client reflective exercises to support conversations + facilitator tips
A copy of the book, Retirement Life Plan: Navigating the transition from a rewarding career by Pauline Johnson-Zielonka, PhD
Certificate of Completion
Early Enrollment
Join during early enrollment and get:
✨ Pre-launch pricing - 20% off
✨ Early access to select lessons
✨ Priority support during rollout
✨ Access to a bonus webinar on the Psychology of Money
What’s Inside
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The Need for More Holistic Retirement Planning
Module 1
Learn about current trends with retirement, the impact of retirement on wellbeing, and the emergence of more holistic planning for retirement.
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Reframing Retirement
Module 2
Reflect on views retirement and common misconceptions. Review phases of retirement and explore how to support clients in redefining retirement.
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Understanding Retirement Wellbeing Part 1: Identity & Pursuits
Module 3
Gain deep insights in key areas of retirement adjustment and wellbeing with the research-based model, Anchors of Retirement Wellbeing. Start with learning about the role of identity and daily pursuits.
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Understanding Retirement Wellbeing Part 2: Relationships & Routines
Module 4
Continuing exploring retirement adjustment and wellbeing in the areas of social connections, family, and the organization of free time.
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Getting Started with Retirement Life Plan Conversations
Module 5
Learn about Retirement Life Plan Conversations and gain foundational tips for how to start and adapt conversations for you and your clients.
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Setting the Foundation: Conversation Themes 1-3
Module 6
Begin walking through a step-by-step conversation guide to implement with your clients. Conversation themes 1-3 are about setting the foundation for a Retirement Life Plan.
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Clarifying Plans: Conversation Themes 4-6
Module 7
Continue a walk through of Conversation Themes 4-6, where you will support your client in clarifying what a fulfilling retirement will look like and how they will actually spend their time.
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An Ongoing Journey: Implementing Retirement Life Plan Conversations
Module 8
Review practical and professional considerations for integrating Retirement Life Plan Conversations into existing processes or as a separate service offering.
Frequently asked questions
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You’ll have access to the course for at least one year, and you may request continued access to content after one year.
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10–12 hours of self-paced content. Lessons are short and digestible.
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Yes, you will receive a Facilitator’s Version of the Retirement Life Plan Conversations Workbook, which has reflective exercises to accompany conversation themes.
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No. The course is designed for planners with varying experience levels.
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Yes, many countries around the world are faced with the aging populations and a large number of people who are leaving the workforce. The topics we explore are relevant across cultures, though of course we always expect some cultural nuances. Most of the research this course is based on comes from various countries around the world.
Other resources
Our resources are a simple way to augment existing financial planning services, helping clients consider how they will spend their time in retirement, and preparing them for common adjustments.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett -
