For Financial Planners
Financial planning forms the foundation for retirement. Retirement life planning 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. By focusing on personal circumstances and preferences, retirement life planning helps clients clarify their personal vision.
The retirement
decision
Personal considerations and mixed emotions often complicate the decision to retire. Retirement anxiety may lead some clients to avoid it altogether. Retirement life planning supports clients in discovering their own path to retirement.
Navigating
changes
We have researched retirement challenges and wellbeing. With an understanding of these issues, retirement life planning prepares clients for a smooth transition to a satisfying retirement.
Retirement life planning solutions provide deeper insights for tailored financial plans—with a focus on your client’s wellbeing.
Retirement Life Planning Course
Helping clients to plan for a satisfying and fulfilling new life in retirement
The Retirement Life Planning Course provides a research-based exploration of the social-psychological side of the retirement transition. Through this self-paced course, you will become familiar with issues that are central to retirement wellbeing, and you will become equipped to support clients with holistic retirement life planning. Retirement life planning helps clients clarify visions for their retirement lifestyle, reduces feelings of uncertainty and anxiety, and increases confidence and wellbeing in the transition.
By completing the course, you will be able to:
• Assess the need for planning and adjustment in key areas of retirement wellbeing
• Describe common retirement beliefs and misconceptions
• Recognise retirement types and what these mean for lifestyle preferences
• Identify where clients are in the process of retirement adjustment
• Understand common challenges in the retirement transition
• Implement a clear process to help clients design a satisfying and fulfilling new life in retirement
The course includes:
• Self-study modules with recorded videos, reflective exercises, and handouts
• Online instructor access
• Optional live Q&A webinar
• Retirement Life Planning Training Manual
• A copy of Retirement Life Plan: Navigating the transition a rewarding career
• Retirement Life Planner Badge with successful completion of the course
Investment
The total cost for the course is $1,250 / £950
Assess
Assess the need for planning in non-financial areas of retirement wellbeing
Explore
Help clients explore what a meaningful and fulfilling retirement means to them
Clarify
Implement a clear process to help clients develop clarity and confidence in their retirement plans
Other retirement life planning resources
Our retirement life planning 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 -
