Retirement Training & Coaching

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Retirement Training & Coaching 1 5/14/2014 ICF Metro DC Government Coaching CoP

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Retirement Training & Coaching. Past Retirement Model. Successful Retirement= Financial Planning + Leisure Activities Our parents were our role models . Present Retirement Situation. 78,000,000 Baby Boomers Longevity due to medical advances Most educated, experienced, skilled generation - PowerPoint PPT Presentation

Transcript of Retirement Training & Coaching

Page 1: Retirement Training & Coaching

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Retirement Training & Coaching

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Past Retirement ModelSuccessful Retirement= Financial

Planning + Leisure ActivitiesOur parents were our role models

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Present Retirement Situation 78,000,000 Baby Boomers

Longevity due to medical advances

Most educated, experienced, skilled generation

Work can be a part of retirement

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Present Retirement ModelSuccessful Retirement=Financial Planning

+ Lifestyle PlanningFind successful role models

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Important Question Retirement coaching is age dependent

20-30 year olds versus 40-50+

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Readiness Self AssessmentDo I have enough money?Do I have enough to do?Have I had enough?Am I ready to be with my life partner/24/7? If

single, do I have a 24/7 support network?

Based on Retirement Quest by A. Spector, K. Lawrence

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15 Areas of Retirement ReadinessWORK REORIENTATION ATTITUDE TOWARD RETIREMENT DIRECTEDNESS HEALTH PERCEPTION FINANCIAL SECURITY CURRENT LIFE SATISFACTION PROJECTED LIFE SATISFACTION LIFE MEANING

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Retirement Readiness, ContinuedLEISURE INTERESTS ADAPTABILITY LIFE STAGE SATISFACTION DEPENDENTS FAMILY/RELATIONSHIP ISSUES PERCEPTION OF AGE REPLACEMENT OF WORK FUNCTIONS

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Role Models are ExplodingLife Re-Imagined Coming Of Age

Encore

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Life Re-imagined Approach

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Coaching ChallengesDo a thorough assessmentRecognize the benefits that work

providesEnvision your future identityCreate a retirement lifestyle portfolioSelf Awareness-What is your plan?

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Questions for Discussion

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Contact InformationDee Cascio, LPC, LMFT, [email protected]

And

Sue Stein, EdD, [email protected]

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