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Along with financial planning, a retirement plan should include elements of maintaining relevance and meaning, getting and staying active, minimizing risks to longevity, and staying healthy. About two-thirds of men with high-responsibility positions do not navigate the retirement transition well. This can be improved with planning.
– engage in strategic steps to promote a long, healthy, active retirement; avoid the common pitfalls.
– understand what changes through one’s life span and how that impacts health, risks for health decline (that can be prevented), and the impact of medication.
– get the most from today’s healthcare system to stay the healthiest version of themselves.
– common pitfalls of retirement
– strategic planning to avoid these pitfalls
– health and physiologic changes of time that can pose risk and lead to pitfalls
– preserving health in today’s healthcare climate
– navigating today’s healthcare to manage and avoid pitfalls
Financial Planners, Accountants, Wealth Managers, Insurance Agents and Professionals who work with clients who are nearing or just past retirement.
Experience with clients who have struggled with the transition to retirement from a health or contentment perspective.
Experience with clients who are planning retirement or have retired from executive/leadership/high-demand positions.
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