Retirement Planning: Next Stage for You or Your Client
Overview
If you or your clients are facing that stage of life where careers are passing into the background, and a new “to be determined” life is emerging, then you are entering what is called “retirement”. Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more.
This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Basic
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Highlights
The major topics covered in this class include:
- Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about
- It's About Time -- Discovering a new sense of purpose
- Money Matters -- Assessing your financial conditions
- Relationships Matter Too -- Addressing needed or potential changes in your relationships
- Healthy Habits -- Examining new or renewed ways to stay healthy
- Who I Am -- Creating a new identity, and answering "So what do you do?"
- My Master Plan -- Figuring out what to do next
Prerequisites
None
Designed For
A professional considering, planning or engaged in retirement for oneself or for one’s clients
Objectives
After attending this program you will be able to...
- Recognize a healthy and holistic understanding of this new stage of life.
- Recognize new sense of direction and purpose for your life.
- Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
- Recognize a new way to describe yourself and your identity.
- Develop a Master Plan for being successful in this new stage of your life.
- Recall a few key ideas that you can do now which will prepare yourself for this stage later.
Preparation
None
Leader(s):
Leader Bios
Tom Wilson, Wilson Group, LLC
As a nationally recognized author and management consultant, Tom Wilson is a master problem-solver, synthesizer, and communicator. Tom's career has focused on researching complex information and making it understandable and actionable. He has run his own consulting company, Wilson Group, for twenty-five years, providing hundreds of companies with insightful guidance in developing and expanding their businesses. The Wilson Group is a consulting firm with a simple mission – To help our clients implement their strategy and build their desired culture by aligning their total compensation and reward programs with the key success drivers of the business. They focus on mid-market companies throughout New England (and the world) and bring the experience of working in multiple industries to companies seeking to upgrade how to manage and reward their people.
Tom is the author of four books and more than 30 articles and book chapters. He has presented at conferences and webinars around the world. Prior to forming Wilson Group, Tom was the National Director of Rewards for Aubrey Daniels & Associates; Partner and General Manager of New England for Hay Group, Inc.; and Director of Organizational Consulting for the Forum Corporation. He holds a Master's degree from Vanderbilt Owen School of Management and Bachelor's degree from Southern Methodist University. He lives in Concord with his wife, Martha and regularly hike the trails of Concord with his dog Ollie. He can be contacted at tom@mynextstage.org and at the website for the new book: www.MyNextStage.org.
Non-Member Price $89.00
Member Price $89.00