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Retirement Training & Coaching

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

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Retirement Training & Coaching

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  1. Retirement Training & Coaching ICF Metro DC Government Coaching CoP

  2. Past Retirement Model Successful Retirement= Financial Planning + Leisure Activities Our parents were our role models ICF Metro DC Government Coaching CoP

  3. 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 ICF Metro DC Government Coaching CoP

  4. Present Retirement Model Successful Retirement=Financial Planning + Lifestyle Planning Find successful role models ICF Metro DC Government Coaching CoP

  5. Important Question Retirement coaching is age dependent 20-30 year olds versus 40-50+ ICF Metro DC Government Coaching CoP

  6. Readiness Self Assessment • Do 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 ICF Metro DC Government Coaching CoP

  7. 15 Areas of Retirement Readiness • WORK REORIENTATION • ATTITUDE TOWARD RETIREMENT • DIRECTEDNESS • HEALTH PERCEPTION • FINANCIAL SECURITY • CURRENT LIFE SATISFACTION • PROJECTED LIFE SATISFACTION • LIFE MEANING ICF Metro DC Government Coaching CoP

  8. Retirement Readiness, Continued • LEISURE INTERESTS • ADAPTABILITY • LIFE STAGE SATISFACTION • DEPENDENTS • FAMILY/RELATIONSHIP ISSUES • PERCEPTION OF AGE • REPLACEMENT OF WORK FUNCTIONS ICF Metro DC Government Coaching CoP

  9. Role Models are Exploding • Life Re-Imagined • Coming Of Age • Encore ICF Metro DC Government Coaching CoP

  10. Life Re-imagined Approach ICF Metro DC Government Coaching CoP

  11. Coaching Challenges • Do a thorough assessment • Recognize the benefits that work provides • Envision your future identity • Create a retirement lifestyle portfolio • Self Awareness-What is your plan? ICF Metro DC Government Coaching CoP

  12. Questions for Discussion ICF Metro DC Government Coaching CoP

  13. Contact Information Dee Cascio, LPC, LMFT, ACC deedeelpc@aol.com 703-435-2273 And Sue Stein, EdD, ACC jsstein018@gmail.com 813-315-9174 ICF Metro DC Government Coaching CoP

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