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Moving Toward Retirement: Preparing for the Next Phase of Life

April 6, 2022 @ 2:00 pm - 3:00 pm

Sixty-five used to be the magic number.  After decades of routine and hard work you set the date, wait it out, and finally collect the gold watch and ride off into the sunset.  For any number of reasons, that script is quickly becoming antiquated.

Statistics are now showing that people are living longer and aging stronger.  You hold valuable historical knowledge and expertise for your organization which may contribute to your sense of purpose and self-esteem.  You may have strong connections to co-workers and the routine of the work day.  We’re also living in a period of financial volatility, and that may be a concern as well. So, what’s next; where’s the road map?

Your financial advisor is probably well aware of your potential for longevity and has been helping you plan.  But, what about the social and emotional transition from working full time to…

In this seminar, we will identify the challenges in transitioning from working to retirement and consider the following:

  • your values and desires for the next phase of life
  • options for transitioning from working to retirement
  • steps to take for a successful transition

Presented by:
Mary Kimmel, LCMHC
Trust Work-Life Assistance Program