Keynotes & Seminars

Keynotes

The Changing Face of Retirement

Professional Conferences, Associations and Meetings for Financial Advisors, Estate Planners, Attorneys, Accountants and other professionals who help clients with retirement planning.

Are you ready to help your clients prepare for the next chapter of their lives?

A new paradigm for retirement is emerging as people are living and working longer, developing encore careers and making informed choices about how to live the second half of life. The focus today is more about what people will retire TO rather than what they are retiring from.

Although financial planning is a major part of the puzzle, to most effectively help our clients prepare for retirement, we also need to consider other aspects of planning such as:

How do clients communicate and make decisions?
Do they agree on lifestyle choices?
Are they prepared for potential change in roles and responsibilities?
How will they spend their time and energy?
Are there family issues that need to be addressed such as responsibility for aging parents or adult children?
What about wills, estate planning, long term care, health care proxy and power of attorney?

These and other issues are integral parts of holistic retirement planning and those of us working in the field need to have up to date resources and information to help clients deal with the changing face of retirement today.

Keynotes are tailored to financial and other professionals who want to offer their clients a holistic approach and resources for retirement transition.

Roberta Taylor, RNCS, M.ED and Dorian Mintzer, M.S.W., Ph.D., co-authors of The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Transitioning to the Second Half of Life, are available individually or as a team. We are both members of the National Speakers Association and the Life Planning Network.

Seminars and Workshops for Financial Professionals and Their Clients.

Seminars for financial advisors and other professionals who are working with clients approaching and in retirement transition. You will learn:

How life planning differs from financial planning
How to help clients prepare for the changing paradigm of retirement
Some of the challenges and opportunities facing Baby Boomers today
The steps to helping clients develop a shared vision
The important conversations that couples need to be having and why

Seminars and Workshops for your Clients

Our signature workshop for couples can also be delivered in a seminar format. Workshops and Seminars can be designed to meet the needs of your organization and clients.

The Retirement Puzzle: Conversations for a Successful Transition

Based on The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Transitioning to the Second Half of Life, this interactive workshop will focus on the importance of communication in successfully navigating retirement transition.

Planning for and negotiating retirement transition is a process with challenges and opportunities. Participants will have the opportunity to share with others who are facing similar issues. Topics will include:

How is retirement changing and what does it mean for Baby Boomers?
What are the most important issues and concerns in navigating retirement transitions?
What are some of the greatest challenges and opportunities in retirement transition?
What factors help couples successfully transition into the next chapter of life?

Participants will come away with resources and tips for effective communication including:

How to bring up difficult issues
Communication skills for engaging in constructive conversations
Goal setting and creating a shared vision

Couples Groups

In addition, we offer 10 week groups for couples, either in person or by conference calls. The groups offers mutual support and an opportunity for couples to talk with and learn from others who are going through a similar life transition.

New couples group will begin in April 2012, in person or by phone. Contact us for more information.

Roberta Taylor, RNCS, M.Ed and Dorian Mintzer, M.S.W., Ph.D. are available for keynotes, seminars, workshops and groups individually or as a team. We are both members of the National Speakers Association and the Life Planning Network.