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Midlife Transition & Retirement Package

Complimentary Midlife Transition and Retirement Introductory Workshop Dates:

Complimentary DON'T JUST RETIRE, REFIRE! 60 minutes Introductory Workshops are being offered on the following dates and times:
Coming Soon! No Workshops are currently scheduled. Please contact me if you would like me to schedule a workshop for your organization.

Coaching services are typically provided in-person and/or via phone/online teleconference (Skype, Zoom, Facetime) services designed jointly with you. There is an initial free 30 minute telephone conversation to find out if you and I feel we are suited to work with each other. The coaching commitment is flexible and can be from a single hour to a quarterly retainer. You can get some value from a single session but the real benefit of hiring a coach is experienced through an on-going relationship aimed at achieving your goals. To gain the best benefit from Coaching, typically an initial 3 - month commitment is asked.

 

Midlife Transition / Retirement Non-Financial Coaching:

Individual Coaching Session Options:

Individual Retirement Hourly Coaching Sessions: Coaching sessions are usually conducted by phone / computer, although local clients may wish to meet face-to-face at my office. I welcome brief calls, e-mails, and texts between sessions and will often assign "homework" and send out resources that support your development.

 

Midlife Transition / Retirement Non-Financial Coaching Options:
 

Pick from among my core coaching Offerings. Not sure of coaching? Get started with Bronze (an assessment of your Retirement Readiness) OR use the Contact Me button to discuss how our Silver or Gold Programs can help you.

Bronze: The Bronze Program is designed for people who are curious about discovering how prepared they are for retirement across key success factors using an in-depth online assessment tool.

  • Interpretation of your Custom Assessment Report in a 90-minute discussion with a Certified Retirement Coach 

Additional Retirement Options Non-financial Retirement Planning Assessments: The two Retirement Options Non-financial planning assessments (Retirement Success Profile or the Life Options Profile

Silver: The Silver Program is designed for those who are ready to take charge and invest in creating their vision and an action plan for their Retirement transition.

  • An evaluation of how prepared you are for retirement across key success factors using an in-depth online assessment tool (You choose between the Retirement Success Profile or the Life Options Profile).
  • “The New Retirement” or “What Color is Your Retirement” (books by Richard Johnson, PhD)
  • Six One-on-One sessions with a Certified Retirement Coach conducted weekly over 6 weeks. 
  • Also included in your package is email and text messaging support, between-session "homework", and up to two Lazar in-promptu calls as needed
  • Guidance and support in creating your customized Action Plan with strategies and tactics to help you take charge of your transition.
  • Spouses and significant other are allowed to participate in your session or purchase additional sessions at discount rates.

Gold: The Gold Program is designed for those who want to go further and work with a coach through the implementation of their Action Plan.

  • An evaluation of how prepared you are for retirement across key success factors using an in-depth online assessment tool. (You choose between the Retirement Success Profile or the Life Options Profile. 
  • “The New Retirement” or “What Color is Your Retirement” (books by Richard Johnson, PhD
  • Twelve One-on-One sessions with a Certified Retirement Coach conducted weekly over 3 months. 
  • Also included in your package is email and text messaging support, between-session "homework", and up to two Lazar in-promptu calls as needed.
  • Guidance and support for your customized Action Plan with strategies and tactics to help you transition to your next chapters
  • Coaching to implement your Plan
  • Spouses and significant other are allowed to participate in your session or purchase additional sessions at discount rates.

 

Retirement Options - Purpose Driven Retirement
Group Coaching Session Option:

Non-financial Retirement Group Coaching:

  • A Group Coaching Session is for 90 minutes. A Group Coaching class runs for three months with three classes per month. This is a total of 9 classes or 13.5 hours.
  • Class will include cost for One Retirement Success Profile assessment  and a eBook copy of “The New Retirement: Discovering Your Dream:
  • Also included in your package is email and text messaging support, between-session "homework", and up to two Lazar in-promptu calls as needed.
  • A spouse can attend at a 25% discount of the full tuition.
  • Additional 1:1 Coaching sessions available.

 

Retirement Options - Don't Just Retire, Refire!
Workshops Session Option:

Non-financial Retirement Workshop: 

  • A Workshop Session would be for Two Hours per session. A Workshop Class will run for Six Weeks with three classes per month. This would be a total of 6 classes for 12 hours.
  • Class will include cost for One Life Option Profile assessment  and a eBook copy of “The What Color is Your Retirement – The Life Option guidebook to discover, plan and live your retirement dream”.
  • Also included in your package is email and text messaging support, between-session "homework", and up to two Lazar in-promptu calls as needed.
  • Group class size are small between 8-12 people.
  • A spouse can attend at a 25% discount of the full tuition.
  • Additional 1:1 Coaching sessions are discounted.

Retirement Workshop Outlines: “Don’t Just Retire, Refire!

Classes will be two hours in length and will run for six weeks (total 12 hrs.)

"Don't Just Retire, Refire" Workshop One (Based on Life Options Profile)

Class # 1: Introduction to Retirement

  • Life Spiral / Life Phases / Purpose of Life Formula
  • Opening Exercises
  • Personal Development

Class # 2: Health and Wellness

  • Health Practices
  • Vitality
  • Wellness Attitudes

Class # 3: Career and Work

  • Ideal Work
  • Work Benefits
  • Work Options
  • Volunteering

Class # 4: Finances and Insurance

  • Knowledge of Finances
  • Financial Planning
  • Financial Confidence

Class # 5: Family and Relationship

  • Flexibility
  • Caregiving: Aging Parents
  • Caregiving: Adult Children
  • Grandparenting.

Class # 6: Leisure and Social

  • Your Leisure Preference
  • Residence
  • Travel
  • Hobbies
  • Life Options Profile Concluding Exercises

"Just Don't Retire, Refire! Workshop Two (based on Retirement Success Profile)

Class # 1: Introduction to Retirement

  • Life Spiral / Life Phases / Purpose of Life Formula
  • Spiritual Life Arena
  • Attitude Toward Retirement
  • Life Stage Satisfaction

Class # 2: Self Life Arena

  • Perception of Age
  • Life Meaning
  • Projected Life Satisfaction

Class # 3: Leisure and Social

  • Directedness
  • Health Perceptions
  • Leisure Interests

Class # 4: Career Life Arena

  • Work Reorientation
  • Attitude Toward Retirement
  • Replacement of Work Functions

Class # 5: Family Life Arena

  • Current Life Satisfaction
  • Dependents
  • Family / Relationship Issues

Class # 6: Relationships Life Arena

  • Adaptability
  • Personal Retirement Options Plan

Retirement Group Coaching Outline:

Classes will be 90 minutes in length and will run for three months with classes three times per month. (total 9 classes for 13.5 hrs.)

“Purpose Driven Retirement (based on Retirement Success Profile)

Class # 1: Introduction to Retirement

  • Introduction to Retirement / Opening Ecercises
  • Life Spiral / Life Phases / Purpose of Life Formula

Class # 2: Spiritual Life Arena

  • Attitude Toward Retirement
  • Adaptability
  • Current Life Satisfaction
  • Life Stage Satisfaction

Class # 3: Self Life Arena

  • Directedness
  • Health Perceptions
  • Projected Life Satisfaction

Class # 4: Leisure and Social

  • Leisure Interests
  • Perception of Age
  • Residence / Travel / Hobbies

Class # 5: Career Life Arena

  • Work Reorientation
  • Attitude Toward Retirement
  • Replacement of Work Functions

Class # 6: Family Life Arena

  • Dependents
  • Family / Relationship Issues
  • Financial Security

Class # 7: Health & Wellness

  • Health Practices
  • Vitality
  • Wellness Attitude

Class # 8: Finances & Insurance Arena

  • Knowledge of Finances
  • Financial Planning 101
  • Financial Confidence

Class # 9: Personal Retirement Options Plan