Workshops and Events
Browse upcoming events hosted by Certified Retirement Life Coaches.
Certified Retirement Life Coaches operate independently of Retirement Life Plan. For details about specific events, please contact the host for the event.
Coffee & Conversations on Retirement Life (September)
Join us for Coffee & Conversations on Retirement Life, every first Wednesday of the month (9-10am Pacific Time/ 5-6pm BST). Come with questions or experiences to share with other pre-retirees and retirees. A Certified Retirement Life Coach will be there to facilitate the conversation and share any relevant insights.
This is a facilitated, educational conversation—not therapy or professional advice. Participation is voluntary, and we ask all participants to respect confidentiality and engage with kindness. By registering, you agree to these guidelines.
Register here for details to join and monthly reminders:
https://dashboard.mailerlite.com/forms/713539/158603515852228410/share
Take The Retirement Life Design Challenge
Hosted by Carol Bergeron
Link to Register: https://www.eventbrite.com/e/take-the-retirement-life-design-challenge-tickets-1990697784662?aff=ebdsoporgprofile
Ready to carve out time to design your lifestyle and legacy in your next chapter?
Let's create something amazing together! This small group program is for people ready to take on the retirement life design challenge. That is life's design, not the financial planning. No doubt you've run across some research that highlights unexpected difficulties many retirees face: emotional, social, relational, healthy lifestyle, and identity challenges. Commitment to career and high expectations for our next chapter can make crafting a fulfilling retirement a tall order. With coaching support, your completion of reflection exercises, insight and frameworks captured in a workbook, plus the inspiration of peers - you'll energetically transform your future in 8 sessions and:
• Create an initial lifestyle you love
• Define your guiding “north star”
• Build a clear transition plan for bridging your life to retirement
• Spark new ideas through engaging conversations
Whether your retirement is years away, imminent, or has begun, make your next chapter something to genuinely look forward to through this program of guided self-discovery, visualization, and collaboration. Join us and start your journey today!
This is an 8-Session Program with sessions from 6:00pm to 7:30pm ET on: Sept 8, 15, 22, 29 & Oct 6, 13, 20, 27
Get a Taste of Retirement Life Design
Hosted by Carol Bergeron
Link to Register: https://www.eventbrite.com/e/get-a-taste-of-retirement-life-design-tickets-1990806028422?aff=ebdsoporgprofile
I see this often: Someone has done the hard, responsible work of financial, investment, and estate planning for their retirement. On paper, they are ready. But in life? Not always. That's because financial readiness and life readiness answer different questions.
Financial readiness asks: Can I afford to stop working?
Life readiness asks: Do I know what I am moving into when work stops?
Retirement is often considered one of the most complex of life’s transitions, often bringing about unexpected emotional, social, relational, health & aging, and identity challenges to your life all at once. But you're not quite ready to take the plunge on a full retirement lifestyle design program. We get it. So, why not get a taste?
Tune Up Your Retirement Life Design
Hosted by Carol Bergeron
Link to Register: https://www.eventbrite.com/e/retirement-life-design-tune-up-tickets-1990807517877?aff=ebdsoporgprofile
Has retirement left you feeling like you're wanting more?
Let's refine what you've got going and make your next chapter amazing! The transition to retirement can bring about big challenges – emotional, social, relational, health & aging, and sense of self changes that catch many people off guard. And even if you're on the right track for you, you might sense there's something more waiting for you.
This program was created for people who want more from their retirement lifestyle and are ready to change things up. In just three energizing group sessions, you'll:
• Gain perspective on potential sources of unrealized expectations.
• Refresh your retirement life design that prioritizes your greatest wants and needs.
• Map out a plan for forging new routines and habits.
• Refresh your sense of self. Ready to discover what's missing?
Join us and see what's possible in your next chapter with some fine tuning!
This is a 3-Session Program with sessions from 9:00am to 10:30am ET on: Sept 10, 17, 24, 2026
Chart Your Path Through Transition: A Practical Framework
Hosted by Carol Bergeron
Link to Register: https://www.eventbrite.com/e/chart-your-unique-path-of-transition-tickets-1990812505796?aff=ebdsoporgprofile
Ready to navigate life's unsettling transitions with greater clarity, confidence, and intention? Life is full of change, and learning to better navigate the resulting transitions is a powerful life skill that benefits both you and those around you. Rather than simply reacting to change, this workshop will help you approach professional and personal transitions with greater awareness, confidence, and intention. Join us to gain practical tools and a clear framework for turning periods of transition into opportunities for growth. In our session you’ll:
• Gain greater understanding of the difference between change and transition
• Learn a practical framework for navigating life’s shifts
• Turn change into an opportunity for growth
• Build the capacity to support yourself and others through change
Enroll today and take a more intentional approach to your professional and personal transitions.
Coffee & Conversations on Retirement Life - October Meeting
Join us for Coffee & Conversations on Retirement Life, every first Wednesday of the month (9-10am Pacific Time/ 5-6pm BST). Come with questions or experiences to share with other pre-retirees and retirees. A Certified Retirement Life Coach will be there to facilitate the conversation and share any relevant insights.
This is a facilitated, educational conversation—not therapy or professional advice. Participation is voluntary, and we ask all participants to respect confidentiality and engage with kindness. By registering, you agree to these guidelines.
Register here for details to join and monthly reminders:
https://dashboard.mailerlite.com/forms/713539/158603515852228410/share
Coffee & Conversations on Retirement Life
Join us for Coffee & Conversations on Retirement Life, every first Wednesday of the month (9-10am Pacific Time/ 5-6pm BST). Come with questions or experiences to share with other pre-retirees and retirees. A Certified Retirement Life Coach will be there to facilitate the conversation and share any relevant insights.
This is a facilitated, educational conversation—not therapy or professional advice. Participation is voluntary, and we ask all participants to respect confidentiality and engage with kindness. By registering, you agree to these guidelines.
Register here for details to join and monthly reminders:
https://dashboard.mailerlite.com/forms/713539/158603515852228410/share
Coffee & Conversations on Retirement Life
Join us for Coffee & Conversations on Retirement Life, every first Wednesday of the month (9-10am Pacific Time/ 5-6pm BST). Come with questions or experiences to share with other pre-retirees and retirees. A Certified Retirement Life Coach will be there to facilitate the conversation and share any relevant insights.
This is a facilitated, educational conversation—not therapy or professional advice. Participation is voluntary, and we ask all participants to respect confidentiality and engage with kindness. By registering, you agree to these guidelines.
Register here for details to join and monthly reminders:
https://dashboard.mailerlite.com/forms/713539/158603515852228410/share
Coffee & Conversations on Retirement Life
Join us for Coffee & Conversations on Retirement Life, every first Wednesday of the month (9-10am Pacific Time/ 5-6pm GMT). Come with questions or experiences to share with other pre-retirees and retirees. A Certified Retirement Life Coach will be there to facilitate the conversation and share any relevant insights.
This is a facilitated, educational conversation—not therapy or professional advice. Participation is voluntary, and we ask all participants to respect confidentiality and engage with kindness. By registering, you agree to these guidelines.
Register here for details to join and monthly reminders:
https://dashboard.mailerlite.com/forms/713539/158603515852228410/share
Coffee & Conversations on Retirement Life
Join us for Coffee & Conversations on Retirement Life, every first Wednesday of the month (9-10am Pacific Time/ 5-6pm GMT). Come with questions or experiences to share with other pre-retirees and retirees. A Certified Retirement Life Coach will be there to facilitate the conversation and share any relevant insights.
This is a facilitated, educational conversation—not therapy or professional advice. Participation is voluntary, and we ask all participants to respect confidentiality and engage with kindness. By registering, you agree to these guidelines.
Register here for details to join and monthly reminders:
https://dashboard.mailerlite.com/forms/713539/158603515852228410/share
take the RETIREMENT LIFE DESIGN challenge
Hosted by Carol Bergeron of Bergeron Associates
Link to Register: https://bergeronassociates.com/home/retirement-life-design/
Register for this virtual, 6-session, small group coaching program that begins April 4th 2025, from 12:00noon to 1:15 pm ET. Regardless of whether your next chapter is years away, imminent, or has already begun, this guided self-discovery process will help: reinvent your best self, reimagine your purpose and meaning, reenergize a balanced lifestyle, revitalize relationships and build anew, and reengineer healthy choices and habits. Rather than leave your retirement lifestyle entirely to chance, choose to create a unique, modern life design for yourself and for sharing with your financial planner. Be ready to confidently bridge your pre- and post-retirement life. Craft a personal vision that serves as your north star when adapting to future changes in retirement. And benefit from inspiration and support from members of your RETIREMENT LIFE DESIGN group. Early bird registration deadline is February 28, 2025.
take the RETIREMENT LIFE DESIGN challenge
Hosted by: Carol Bergeron of Bergeron Associates
Register for this virtual, 6-session, small group coaching program that begins March 31st, 2025, from 6:00 to 7:15 pm ET. Regardless of whether your next chapter is years away, imminent, or has already begun, this guided self-discovery process will help: reinvent your best self, reimagine your purpose and meaning, reenergize a balanced lifestyle, revitalize relationships and build anew, and reengineer healthy choices and habits. Rather than leave your retirement lifestyle entirely to chance, choose to create a unique, modern life design for yourself and for sharing with your financial planner. Be ready to confidently bridge your pre- and post-retirement life. Craft a personal vision that serves as your north star when adapting to future changes in retirement. And benefit from inspiration and support from members of your RETIREMENT LIFE DESIGN group. Early bird registration deadline is February 28, 2025.
Virtual Coffee & Connect
The Virtual Coffee & Connect is an opportunity to connect with other retirees and pre-retirees. Each session is led by a Certified Retirement Life Coach, who will start the session with a 10 minute presentation with information to support you with your retirement.
Retirement Forum
The Retirement Forum is an opportunity to connect with other retirees and pre-retirees, virtually, and discuss all things retirement.
Retirement Life Plan facilitates connections between individuals and Certified Retirement Life Coaches. Certified Retirement Life Coaches operate independently of Retirement Life Plan—we have not verified their qualifications beyond completion of our certification program and all terms of engagement, including fees and responsibilities, are to be agreed upon directly with the coach. We are not responsible for the information or recommendations they provide or for any action or inaction by them. By using our website, services, or directories, you agree to our Website Terms of Use.
Find a Coach.
Browse our community of Certified Retirement Life Coaches
Coaching is a personal journey. When looking for a Retirement Life Coach, it’s important to find someone who you connect with, and who is able to support you with your goals. We also recommend finding a coach with qualifications to support you with retirement, specifically.
Our community of Certified Retirement Life Coaches come from a variety of backgrounds, and many are on their own personal journey with their own version of retirement. They not only have previous coach training and experience, but they have the added qualification as a Certified Retirement Life Coach, enabling them to provide specialised support for retirees and pre-retirees.
Four Tips for Creating Your Retirement Life Plan™ Roadmap
Why work with a Certified Retirement Life Coach?
The Last Day of Work Before Retirement
Planning for Retirement as a Couple