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Description
Eye-opening look at non-financial aspects of retirement planning that is essential training for today's top financial planners. Help clients plan for everyday life in retirement including replacing their work identity, staying connected to family, friends, and co-workers, and keeping mentally and physically fit. Curriculum based program takes clients through a series of exercises to help them uncover their new roles and goals as make the transition from work-life to home life. Learn coaching skills and techniques and help clients create a “No regrets retirement plan.”
Learning Objectives
Module 1: Learning Objectives
Following the completion of this module, you will be able to define and explain the role of a retirement coach, identify key attributes of Baby Boomers as they transition into retirement, and comprehend how the history of retirement created some inherent flaws and how those factors will impact future retirees.
Module 2: Learning Objectives
Following completion of this module, you will be able to define the key areas of retirement life, follow the steps for facilitating coaching sessions, identify methods for interacting with clients, and implement practical applications and tools used to achieve desired outcomes.
Module 3: Learning Objectives
Following the completion of this section, you will understand the role spirituality plays in a person’s retirement planning, identify values that clients may draw upon, and understand the impact of religious or spiritual practice on retirement.
Module 4: Learning Objectives
Following the completion of this section, you will understand the role mental and emotional factors play in a person’s retirement planning, identify areas where people may feel more or less confident about themselves, and understand how identity affects a person’s approach to life.
Module 5: Learning Objectives
Following the completion of this section, you will recognize the importance of staying connected socially in retirement, assess the depth of personal relationships, and understand the dynamics of couples as they transition into a new period of their lives.
Module 6: Learning Objective:
Following the completion of this section, you will understand the impact of aging upon physical health, assess clients’ functional fitness and well-being, and identify the risks of losing sensory capability.
Module 7: Learning Objective
Following the completion of this section, you will understand the importance of being an informed investor, have answers to some frequently asked questions about retirement finance, and identify key concerns when choosing an advisor and investment opportunities.
Module 8: Learning Objective:
Following the completion of this section, you will be able to identify the steps in creating a comprehensive retirement plan, apply advanced coaching techniques in client sessions, and implement a basic business marketing campaign.