retirement training & coaching
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Retirement Training & Coaching
5/14/2014 ICF Metro DC Government Coaching CoP
ICF Metro DC Government Coaching CoP 2
Past Retirement ModelSuccessful Retirement= Financial
Planning + Leisure ActivitiesOur parents were our role models
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ICF Metro DC Government Coaching CoP 3
Present Retirement Situation 78,000,000 Baby Boomers
Longevity due to medical advances
Most educated, experienced, skilled generation
Work can be a part of retirement
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ICF Metro DC Government Coaching CoP 4
Present Retirement ModelSuccessful Retirement=Financial Planning
+ Lifestyle PlanningFind successful role models
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ICF Metro DC Government Coaching CoP 5
Important Question Retirement coaching is age dependent
20-30 year olds versus 40-50+
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ICF Metro DC Government Coaching CoP 6
Readiness Self AssessmentDo I have enough money?Do I have enough to do?Have I had enough?Am I ready to be with my life partner/24/7? If
single, do I have a 24/7 support network?
Based on Retirement Quest by A. Spector, K. Lawrence
5/14/2014
ICF Metro DC Government Coaching CoP 7
15 Areas of Retirement ReadinessWORK REORIENTATION ATTITUDE TOWARD RETIREMENT DIRECTEDNESS HEALTH PERCEPTION FINANCIAL SECURITY CURRENT LIFE SATISFACTION PROJECTED LIFE SATISFACTION LIFE MEANING
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ICF Metro DC Government Coaching CoP 8
Retirement Readiness, ContinuedLEISURE INTERESTS ADAPTABILITY LIFE STAGE SATISFACTION DEPENDENTS FAMILY/RELATIONSHIP ISSUES PERCEPTION OF AGE REPLACEMENT OF WORK FUNCTIONS
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ICF Metro DC Government Coaching CoP 9
Role Models are ExplodingLife Re-Imagined Coming Of Age
Encore
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10
Life Re-imagined Approach
5/14/2014 ICF Metro DC Government Coaching CoP
ICF Metro DC Government Coaching CoP 11
Coaching ChallengesDo a thorough assessmentRecognize the benefits that work
providesEnvision your future identityCreate a retirement lifestyle portfolioSelf Awareness-What is your plan?
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ICF Metro DC Government Coaching CoP 12
Questions for Discussion
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ICF Metro DC Government Coaching CoP 13
Contact InformationDee Cascio, LPC, LMFT, ACCdeedeelpc@aol.com703-435-2273
And
Sue Stein, EdD, ACCjsstein018@gmail.com813-315-9174
5/14/2014
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