A program designed to meet you where you are.
Does this sound familiar?
Lester, 63
Occupation: Senior Vice President, Technology Services
Time Until Retirement: 17 Months
Fears: Uncertain of how to spend his time in retirement
Family Life: Not married, three grown children
Retirement Lifestyle Goals: Would like to continue working part-time in a meaningful passion-based job
Health: Generally good
Lester signed up for a the group program.
After 10 weeks he…
Feels more confident about how he’ll spend his time after he retires.
Made a detailed plan for incorporating volunteering and social commitments
Is considering part-time technology consulting with a former colleague
Is planning on figuring out how to code that mobile game he’s been thinking about for years
Plans to travel to visit kids
Mike and Melissa, 67 and 62
Occupation: Surgeon, Homemaker
Time Until Retirement: Cannot decide
Fears: Melissa - the major life shift of both being home in retirement. Mike - Who is he without his job; waiting too long to enjoy retirement healthily.
Family Life: Married, 4 children, 5 grandchildren
Retirement Lifestyle Goals: Both - enjoying retirement together. Mike - feeling relevant and useful.
Health: Long-standing joint issues for Melissa, but healthy diet and exercise habits
Mike and Melissa signed up for a couples program.
After 10 weeks they…
Agreed to a target retirement date
Prioritized finding a pickleball league they could do together to sustain friendships and good health
Decided the capacity they had to provide part-time childcare support for their local grandchildren
Booked an international trip to celebrate
Mike is also teaching part-time at the Medical School (and no longer takes call or works nights and weekends)
