Understanding One of Life’s Major Transitions
“Retirement is not a long vacation. It is more about moving toward a new “career” that is almost as long as the preceding one – and we need to prepare ourselves for it.” -Desjardins Financial Security
The goal of this workshop is to give you the opportunity to reflect on where you are, at this stage in your life, and to think about what you want to do to fully live your retirement. The workshop is very interactive and dynamic. The exercises and discussions provide a better understanding of the psychological aspect of this crucial phase called retirement. The handbook and the worksheets are user-friendly.
This two-day workshop can also be customized as a one-day workshop.
This workshop is offered within organizations for groups of 5 people or more.
Program Topics
The impact of this phase of life
• Advantages
• Dreams
• Worries and fears
• Myths vs. reality
Demographic factors
Getting ready mentally
• Transition management steps
• The professional grievance curve
• Coming to terms with professional status
• Stress and retirement
• The new life parameters
• Personal values
Redefining the couple’s life, the 24/7
The 6 Phases of Retirement
The Dashboard
• Personal network inventory (actual and future)
• Setting up objectives
• Intellectual, physical and social competencies
• Required resources (more precisely the non-financial ones)
• Staying active: actual activities, past activities, new activities
• Timeline: pre-retirement, first 18 months of retirement, 18-36 months, 36 months +
• Compatibility level with partner’s dashboard
The well-being wheel
The retiree’s 5 basic human needs
The health asset
• Eating habits
• Sleeping habits
• Motor functions
The 4 circles of retirement
• The “I”
• The “We”
• The Trans generational
• The Social
Activities (intellectual, social and physical)
• On your own
• With your partner
• With others
The challenges
• Losing mobility
• Personal health issues
• Living alone
• Being a natural caregiver
• Relationship with children
• Having a plan “B”
Pitfalls to avoid and tips to remember
At the end of this seminar, you will be able to:
• Understand this major life transition phase
• Manage psychological, emotional and physical factors linked to retirement
• Recognize personal strengths and knowledge
• Transfer professional competencies and expertise at retirement
• Use practical tools to help move toward this transition
• Start the retirement planning process
• Establish a realistic ‘Dashboard’
Who Should Attend This Course?
Suitable for all employees.
For more information on this workshop, please contact:
Sophie Gouédard
Tel: 613-234-2020, ext. 21
Email: sgouedard@pmctraining.com
