Transcript

What You Need to Know….

Today!

What You Need to Know….

HOME

By the end of the session you will:Accept retirement equals change.

Accept you “OWN IT” and need to “PLAN”.

Know where to find a “road map”

CONSIDERATIONSCareer & Work Health & Wellness Finances & Insurance Family & Relationships Leisure & Social Personal DevelopmentLegal

Assessment Dashboard

Career & Work Doesn’t retirement mean stopping work? (the answer is yes and no)

We all give different value to work…some need to work, others can’t wait to relax & play

Getting a grip on your preferences is key to retirement preparation.

Family & Relationships: Flexibility Retirement is all about change; being flexible impacts how we deal with change

Common retirement changes: Relationship dynamics with spouse/ partner Loss of spouse or partner (divorce/separation/death) Relationship dynamics with friends or former co-workers Relationship with family members

Leisure & Social: Preferences Six categories of leisure:

4. Intellectual stimulation 5. Physical exercise 6. Solitary relaxation

1. Social interaction2. Spectator appreciation3. Creative expression

Leisure is a fundamental human need

Paradox of leisure – too much or too little can become stressful

Personal Development: Life Meaning Provides the sense we are part of a larger whole Living life “on purpose”…

Characteristics:

1. Live a meaningful life2. Know where you are going3. Having dreams4. Believe change is good5. Feel you are part of a larger whole 6. Believe change adds meaning to your life

THANK YOUJim Davidson

SemaJ Consulting Email me....

[email protected] me……

Cell 214-415-8721Connect with me on LinkedIn…….

but tell me why


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