From Practice to Retirement: A Guide To Navigating Advisor Transitions

An interactive virtual workshop for exiting advisors to create win-win transitions and design your post-retirement life.

From Practice to Retirement: A Guide To Navigating Advisor Transitions

An interactive virtual workshop for exiting advisors for creating win-win transitions and designing your post-retirement life.

Objectives

Objectives

Objectives

  • Overcome the fear of retiring: address and conquer the anxieties associated with retirement.
  • Create your vision for the future: develop a clear and inspiring vision for your post-retirement life.
  • Build your Happiness Portfolio®: learn how to construct a fulfilling and balanced life beyond your career.
  • Create a win-win transition: ensure a smooth and beneficial transition for both you and your successor.

What You’ll Learn

What You’ll Learn

What You’ll Learn

The Human Side of Retirement Planning

Gain a deeper understanding of the emotional aspects of retirement versus the transactional or valuation-driven processes.

Best Practices for Transitions

Discover key considerations and strategies for retiring professionals.

How to Create your Happiness Portfolio®

Discover your vision and build your action plan for your next chapter.

Dates and Times

Dates and Times

This virtual workshop spans over two 1-hour sessions.

Workshop Day 1

Workshop Day 1

Wed, January 15, 2025, 4 – 5 PM Eastern Time

Workshop Day 2

Workshop Day 1

Wed, January 22, 2025, 4 – 5 PM Eastern Time

Location

Workshop Day 1

A calendar invitation and Zoom links for both virtual workshop sessions will be sent to you after registration.

$999

(Eligible for 50% Match with Coach on the Shelf)

(Eligible for 50% Match with Coach on the Shelf)

Questions? Contact Leena at Leena@NextChapterLifestyleAdvisors.com.