“The past is prologue.”   Wm Shakespeare   The past sets the scene for how we manage the       present moment and create t...
This presentation explores issues related to   Preparing For Retirement   Dealing With Unexpected Unemployment   Creati...
1. Examine the Five Keys for Navigating Life Transitions: Self-Knowledge: our personal approach to change Self-Awareness...
   Clarifies what we have going for us and feel    confident about;   Opens up possibilities for new habits of mind    t...
A) I need to have as much information aspossible and have a Plan A, Plan B and Plan C.B) I try not to think about it, just...
A)  I get a good start but when obstacles arise I    can lose energy and slide back;B) When I get clarity about what I wan...
“Part of the transition to retirement, I have been told and have personally found true,is to both imagine and begin to liv...
Some questions to guide self-awareness:   Today, when you first introduce yourself to a    stranger, how often do you nam...
“I run for exercise and for my mental well-being, and my wife usedto complain that running consumed too much of the little...
Social networks either support or block ourhappiness and health;Strong interpersonal skills are directlyassociated with em...
Persons with more types of social relationships live longerand have less cognitive decline with aging, greaterresistance t...
“We moved to an area where most of our neighbors are retirees,so we are with many „like‟ people. When I was employed it fe...
How to acquire creative courage in 3 easy steps:   Be afraid.   Focus your thinking and    emotions on the actions    ne...
“My work environment, in past years, had a vibrant, "can-do“ positive,productive quality to it: this was Bell Labs, a fant...
Researchers using longitudinal data from theHealth and Retirement Study explored theforces that shape changes in happiness...
Resilience to stress and the capacity to       successfully navigate change is linked to:     Understanding and engaging ...
   “This is going to sound crazy. Say yes to    everything. Accept all offers. Go along with the    plan. Support someone...
“I was an executive at an international company with a great deal of status andresponsibility, no family time when I was i...
   Status – our sense of personal standing    Certainty – the degree of predictability we perceive    Autonomy – our se...
Develop your own “Board of Advisors.” Just asan organization has a board of directors, youcan elect your own group of trus...
Contact us for a free consultation   631-366-4265   www.lifestage.org  Jude Treder-Wolff, LCSW, RMT, CGP &     Nicholas Wo...
Naviating transitions workshop
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Naviating transitions workshop

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Navigating Transitions is a seminar offered to companies with employees facing retirement or job loss. Using the shared experiences of past participants who are retirees or unemployed, as well as evidence-based research about the mind, emotions and the process of change, this workshop offers ideas and tools for working through major life transitions.

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Naviating transitions workshop

  1. 1. “The past is prologue.” Wm Shakespeare The past sets the scene for how we manage the present moment and create the future.Examine past major life changesHow do you prepare for anew role in life?How do you think about change?
  2. 2. This presentation explores issues related to Preparing For Retirement Dealing With Unexpected Unemployment Creating identity in the “new normal”
  3. 3. 1. Examine the Five Keys for Navigating Life Transitions: Self-Knowledge: our personal approach to change Self-Awareness: what we need for life satisfaction Social Networks: connections that promote well- being Creative Courage for re-invention Openness to the unknown Magellan Health Services, I nc. | 3
  4. 4.  Clarifies what we have going for us and feel confident about; Opens up possibilities for new habits of mind that are adapted to new circumstances in life; Sheds light on the role we play in making our lives work;
  5. 5. A) I need to have as much information aspossible and have a Plan A, Plan B and Plan C.B) I try not to think about it, just wait and seewhat shakes out.C) I imagine the worst. That way I am preparedfor the things I fear and happy if none of themoccur.D) I have learned that all I can do is bring mybest game to the present moment.
  6. 6. A) I get a good start but when obstacles arise I can lose energy and slide back;B) When I get clarity about what I want I will dothe work to get there;C) I use obstacles as creative challenges; I don‟talways overcome them but I get strongerbecause of them.D) No matter how hard I work at at, somethingalways interferes with my making the goal;
  7. 7. “Part of the transition to retirement, I have been told and have personally found true,is to both imagine and begin to live as a retiree before formal retirement.” Ralph T.“I am a person who needs a long “warm-up” to important change, i.e. I like to researchwhat I‟m getting into, think about it from many different angles, and go through allthe „what-ifs.‟ But in my case the offer of a retirement package gave me about 30 daysto make a decision. I had thought about the eventual exit from the job for years andtalked about it with my colleagues on a regular basis, but the actual decision-makingin such a short time was hard for me. I had to do my „adjustment thinking‟ after thefact. But because I know myself I understood that those first months when I feltdisoriented and anxious were something I had to go through and would pass.” Nate W.“I worked for 30 years in a large system with fairly rigid and consistent rules. I wasable to be quite creative and innovative as far as the projects I worked on, but theorganization itself was highly structured. I did some consulting work and built upsome clients for a year or so before I retired, because I knew that being productivewould continue to be a high priority for me. But I am a fairly disciplined person so Idid not miss the rules and created my own structure.” Ben P.
  8. 8. Some questions to guide self-awareness: Today, when you first introduce yourself to a stranger, how often do you name your job, title, occupation or profession? What pursuits do you have in mind for your future that might replace fulfillment you find in your work today? What is your view of a successful ending?
  9. 9. “I run for exercise and for my mental well-being, and my wife usedto complain that running consumed too much of the little sparetime we had when we were both working and raising kids. For yearsI had to make deals with my wife as to how I would fit running intoall our responsibilities. Now that we are retired and I am trainingfor marathons she is thrilled that I have something guaranteed toget me out of the house and give her some space.” Dell P.“At Bell Labs – for most of the 25 years I was there – there wereretirement parties and a big send-off when someone reached thatmilestone. When I left, it was after my entire department had beendismantled in a 60-day period and I had been leap-frogging fromproject to project trying to stay with the company. My last day Idon‟t think anyone noticed I was leaving because things were sodisconnected. The tension and instability those last few years madethe ending more bitter than sweet and I had to resolve it on myown.” Jack G.
  10. 10. Social networks either support or block ourhappiness and health;Strong interpersonal skills are directlyassociated with emotional and physical well-being;
  11. 11. Persons with more types of social relationships live longerand have less cognitive decline with aging, greaterresistance to infectious disease, and better prognoseswhen facing chronic life-threatening illnesses. “Can We ImproveOur Physical Health By Altering Our Social Networks?” Perspectives on Psychological Science, Vol. 4No. 4 2009“The role of social environments may be especially important forolder persons who commonly experience major social transitionssuch as retirement, bereavement, and inability to participate insocial activities because of disability or lack of mobility. But socialintegration literature suggests that social environments play anessential role in the health and well-being of people who are neitherchallenged by major life stressors nor by serious disease” (emphasisadded) Pillemer, K., et al Social integration in the second half of life. (Baltimore: Johns Hopkins University Press)2000
  12. 12. “We moved to an area where most of our neighbors are retirees,so we are with many „like‟ people. When I was employed it feltright to be around people who had regular schedules. Now beingaround retirees is our „new normal.‟” Sue T.“We have moved to an area where our day-to-day friends areretirees. I play a lot of golf. I worked in sales for years and I needto be around people. Also I need to get out of my wife‟s hair.“Dick L.“I need to stay connected to my professional community becauseI am very interested in developments in the field. I go toconferences and connect with peers online to stay current, but itis great to do this without the pressure of deadlines orschedules.” Al J.
  13. 13. How to acquire creative courage in 3 easy steps: Be afraid. Focus your thinking and emotions on the actions needed here and now. Leave your comfort zone.“Conscious creation takes great courage. ToTo summon your energy, permit it to flow atas it will, and express itself as somethingnew and unique with your personal stamp on it ison it, is to to risk everything.” Annie Zalezsak
  14. 14. “My work environment, in past years, had a vibrant, "can-do“ positive,productive quality to it: this was Bell Labs, a fantastically innovativeorganization capable of conjuring multiple solutions to problems posed tous, leaving „little doubt that it can be done.‟ Separation from thatenvironment, although voluntary, was traumatic to my ego and sense ofvalue as a contributor. To compensate, I needed to find outlets for myenergy and creativity, expressed through: tutoring, teaching, churchactivities, deeper involvement with family [children and grandchildren], jointprojects with my wife. Sustaining intellectual stimulation is more of achallenge and remains a work in progress.” Ralph T.“My wife and I divorced a year before I was forced into retirement becausethe company was sold and my job no longer existed. I had 2 kids in collegeand no pension fund so at 58 years of age, for the first time in my life I wasa free-lancer and not by choice. After 5 years of struggle with a whole newway of doing things I have more work than I can handle. It was very toughbut I can honestly say I am glad this happened because if I had not beenpushed out of my comfort zone I would never have taken the leap.” Len C.
  15. 15. Researchers using longitudinal data from theHealth and Retirement Study explored theforces that shape changes in happinessbetween the last wave of full employment andthe first wave of full retirement. What mattersis not the type of transition (gradual retirementor cold turkey) but whether people perceive thetransition as chosen or forced. (emphasis added)Estaban Calvo et al “Gradual Retirement, Sense of Control and Retirees‟ Happiness” Research onAging January 2009 vol. 31 no. 1 112-135
  16. 16. Resilience to stress and the capacity to successfully navigate change is linked to: Understanding and engaging with our power to create and exercise choice in a given situation; The cognitive choice to embrace uncertainty and find the gifts in “not knowing” where the end points are; Acceptance of situations as they are rather than continually evaluating what we think they should be because of ours or others‟ expectations. Wellness Councils of America
  17. 17.  “This is going to sound crazy. Say yes to everything. Accept all offers. Go along with the plan. Support someone else‟s dream. Say "yes"; "right"; "sure"; "I will"; "okay"; "of course"; "YES!" Cultivate all the ways you can imagine to express affirmation. When the answer to all questions is yes, you enter a new world, a world of action, possibility, and adventure. Yes glues us together. Yes starts the juices rolling. Yes gets us into heaven and also into trouble. Trouble is not so bad when we are in it together, actually.” Improv Wisdom, Patricia Ryan Madsen, retired from Emerita faculty, Stanford University
  18. 18. “I was an executive at an international company with a great deal of status andresponsibility, no family time when I was in town and lots of travel throughout the year. Itook a leave of absence to recover from surgery and when I returned to work neither myposition nor salary existed. Rather than take a demotion in what was clearly adestabilized work environment I left and began a private tutoring service. The loss ofstatus was more difficult than the loss of income but after I adjusted to that I began toenjoy the freedom of trying creative ways to network and get new business. I had to thinkon my feet and redefine what it meant to be secure. Whatever happens with this newventure I have more „muscle‟ for managing the unknown than I did before this happened.”William R.“My husband leased a snow-removal truck and was all set to make extra money clearingroads in the winter - the first winter in years that it rained more than it snowed. We had tomake to payments on a truck we could not use. But trying to dig out of that financialdisaster led to some new connections with local people who hired him to do contractingwork that has turned out to be very successful. We had to let go of the vision we startedout with but I‟m glad we were able to say „yes‟ to things as they came up. I could not havepredicted how it is all turning out.” Louise S.
  19. 19.  Status – our sense of personal standing  Certainty – the degree of predictability we perceive  Autonomy – our sense of control over events  Relatedness – our sense of personal safety with others  Fairness – our sense that the world works in an equitable wayDavid Rock, “SCARF: A Brain-Based Model for Collaborating With & Influencing Others,”Neuroleadership Journal
  20. 20. Develop your own “Board of Advisors.” Just asan organization has a board of directors, youcan elect your own group of trusted people tooffer you counsel and support. Your board ofadvisors may only have one thing in common:you. Richard Leider, founding partner of The Inventure Group
  21. 21. Contact us for a free consultation 631-366-4265 www.lifestage.org Jude Treder-Wolff, LCSW, RMT, CGP & Nicholas Wolff, LCSW, BCD, TEP

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