Retirement Planning: Next Stage for You or Your Client
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
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.
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.
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
Designed For
A professional considering, planning or engaged in retirement for oneself or for one’s clients
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
Thomas Wilson, The Wilson Group, LLC
Tom is a national authority on executive compensation and high performance organizations and has over 30 years of professional business and consulting experience. He has worked with numerous boards and top executives to assess the competitiveness and effectiveness of total direct compensation plans, develop total compensation systems for sales organizations and total reward systems for employee groups. He is the author of five books including Next Stage: In Your Retirement, Create the Life You Want (2019), Changes for Challenging Times – A Special Report on Business Conditions and Compensation Trends (published 2009), Innovative Reward Systems for the Changing Workplace (McGraw Hill) and Rewards That Drive High Performance (AMACOM). He has written over 30 articles, book chapters and special features for Fortune Magazine, the Conference Board, Financial Times and Boards and Directors. He has been quoted in the Boston Globe, Wall Street Journal, and the Boston Business Journal.
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.
Non-Member Price $124.00
Member Price $89.00