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The Freedom Paradox

Topic

Psychology of Financial Planning

Program ID

334059

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

After years of hard work, retirement finally arrives for many, yet it's surprising how often it leads to a struggle in finding a new life after work. So, how does this happen? Well, lots of folks think a hefty savings account and endless free time guarantee a fulfilling retirement. But they overlook the significance their careers once held. Suddenly, they feel adrift, like they’ve lost their sense of purpose. The remedy? It’s about more than just money and leisure. By focusing on fortifying our identity, relationships, and sense of purpose, we can shake off any retirement blues and dive into a fresh chapter filled with meaning and adventure.

Learning Objectives

Which of 6 major retirement paths fit your clients • Learn the 3 components of a psychological portfolio • How to determine the strength of your clients’ psychological portfolio • How to help clients overcome 3 retirement-rut roadblocks • Why clients can feel so excited and anxious about retirement at the same time • From an MIT AgeLab study, learn the words clients associate with retirement • Why “mattering” is an overlooked, but critical component of retirement satisfaction • Learn the 5 aspects of mattering • How to strengthen client’s sense of mattering and relevance in retirement • Learn why Half of retirees surveyed aged 60-69 are considering returning or have returned to the workforce • Learn why almost 1/3 of retirees surveyed were unmotivated and overwhelmed