Course Content

Part 1: Introduction to Your Retirement Game Plan

In these introductory modules, you’ll spend five weeks taking a look back on your life to create clarity around the key components and building blocks for living a Retirement Transformed.

Module 1: Your Career Highlights

Have you taken a moment to really celebrate all that you’ve accomplished over your career? In this module, you’ll work to identify what professional and volunteer experiences aligned with your passion and purpose. Looking back on your successes and high points throughout your career will help you to identify new and exciting ways to find purpose in retirement.

• Take an inventory of your professional and volunteer experiences
• Reflect on the highs and lows
• Take stock of the knowledge and wisdom gained

Module 2: Reflecting on Relationships

Are you wondering what will happen to your community as you enter into retirement? When was the last time you took stock of the people you surround yourself with? Do you know how this new stage of your life will affect your relationship with your spouse/partner? In this module, you’ll take a look at your key relationships and begin to create clarity around the qualities you seek for those in your inner circle.

• Take stock of the quality of your current relationships
• Identify the people you want to invest in
• Build an understanding of opportunities for stronger alignment with your spouse/partner

Module 3: Your Strengths & Core Values

Many people invest a lot of time and energy throughout their career to build and understand their strengths and values. Have you considered how those might change in retirement? We’ll help you identify the strengths you can leverage in retirement, and the values that will drive you.

• Define and rank your strengths and values
• Assess how much your life today is aligned with those strengths and values

Module 4: Health & Wellness

Your health and wellness are the foundation you depend on to live a Retirement Transformed. Have you thought about how your health and wellness today will affect your plans for retirement? In this module, you’ll look at your current health and wellness habits to identify what is helping—and what might be hindering—your wellbeing.

• Check the status of your key health provider visits
• Reflect on behaviors that are helping and/or hindering your health and wellness

Module 5: Visualize Your Retirement Transformed

Have you taken time to build a vision for this new time in your life? In this module, you’ll build on the work from Modules 1-4 to form a vision for your Retirement Transformed. This will serve as your North Star for the Your Retirement Game Plan course.

• Create a vision for your health and wellness
• Create a vision for your relationships
• Create a vision for how you will share your wisdom

Part 2: Your Retirement Game Plan

In the Your Retirement Game Plan modules, you’ll spend six weeks building an actionable plan to help you realize your Retirement Transformed vision. We’ll provide you with the tools necessary to build the right habits to be your best self.

Start building a plan for how you’ll share your wisdom to uncover newfound purpose in retirement. Finally, we’ll teach you how to bring all of this to fruition through daily, weekly, and monthly routines.

Module 1: Your Physical Health & Wellness Plan

Do you know what you’re going to do today, tomorrow, or next week to get your physical health and wellness on track? In this module, you’ll identify the small habits you can start implementing immediately to make gradual improvements in your physical wellbeing.

• Build a habit plan for physical activity
• Build a habit plan for improved nutrition

Module 2: Your Mental Health & Wellness Plan

Have you considered ways in which you can proactively keep your mental health and wellness in shape during this time of your life? Retirement can easily knock your mental wellbeing off balance, so in this module you’ll identify the habits you can build to get your mind in tip top shape.

• Build a habit plan for emotional and/or spiritual wellbeing
• Build a habit plan for intellectual wellbeing

Module 3: Your Relationship Plan

Retirement offers you the opportunity to redefine your community by being intentionally selective about who you want to spend your time with. But, have you considered how you’ll nurture friendships and build new ones?

You can no longer depend on your professional circumstances to build new acquaintances, so in this module you’ll build a plan to effectively invest in your key relationships and build new relationships with those who help you live your best life.

• Build a habit plan for investing in existing key relationships
• Build a habit plan for building new and exciting relationships

Module 4: Your Spouse/Partner Relationship Plan

Have you considered how you and your partner can strengthen your relationship in retirement? Far too often, retirement hurts loving relationships. In this module, you’ll learn how to leverage this newfound time to gain clarity around how to enhance your relationships.

• Create clarity of priority areas for relationship growth and alignment
• Build a habit plan for strengthening your alignment

Module 5: Your Wisdom Sharing Plan

With your day-to-day work a thing of the past, what will get you up in the morning? What will give you purpose and drive? In this module, you’ll create clarity around what’s in your wisdom box and explore ways in which you can share that wisdom with others.

The goals for this module are to:

• Understand the wisdom you have to offer the world
• Explore ways in which you can share your wisdom with others
• Outline steps to fine-tune your wisdom-sharing plan

Module 6: Your Retirement Routine

How will you put Your Retirement Game Plan into action?

How many times in your life have you made plans that you haven’t followed through on? Well, that stops today. In this module, you’ll be introduced to our daily, weekly, and monthly routine tools to make sure you put your plans into practice. You’ll learn to take uncertainty out of your day-to-day and take control of your time to live a Retirement Transformed.

• Learn how to design your days, weeks, and months for success
• Build a routine that enables you to live your vision for a Retirement Transformed