Retirement Transition Power Pt 120908

Using Group Processes in Retirement Transition Workshops Robert K. Conyne, Ph.D. Lynn S. Rapin, Ph.D. Charting Your Personal Future , Cincinnati, Ohio Presented at AGPA Convention, Chicago, 02/20/09

PURPOSE OF PRESENTATION ,[object Object],[object Object]

WE ARE: ,[object Object],[object Object],[object Object]

OUR SERVICES ,[object Object],[object Object],[object Object]

CHARTING YOUR PERSONAL FUTURE: 4 COMPASS POINTS

I. BACKGROUND ,[object Object],[object Object]

I-A. Oops! Hard Times for Retirement Transition Let’s begin by considering the present economic situation…

The slide below says it all ,[object Object]

Some Economic Recession Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Getting Harder to Live ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Some Negative Behavioral Consequences ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

STILL, SOME ARE RETIRING ,[object Object],[object Object],[object Object]

I-B. LET’S START WITH A QUIZ ,[object Object],[object Object],[object Object],[object Object],[object Object]

SOME IMPLICATIONS ,[object Object],[object Object]

Retirement Could Last a Long Time ,[object Object],[object Object],[object Object]

HOW WILL YOUR CLIENTS (OR YOU) FILL YOUR DAYS?

A 2nd TRUE/FALSE QUIZ ,[object Object],[object Object],[object Object],[object Object]

PHASES OF OLDER AGE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ISSUES IN DECIDING TO RETIRE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ISSUES, Continued ,[object Object],[object Object],[object Object],[object Object],[object Object]

3 PHASES OF ADJUSTMENT ,[object Object],[object Object],[object Object],[object Object],[object Object]

ADJUSTING TO RETIREMENT ,[object Object],[object Object],[object Object],[object Object],[object Object]

ADUSTMENT TRANSITIONS ,[object Object],[object Object],[object Object],[object Object],[object Object]

FORMS OF RETIREMENT ,[object Object],[object Object],[object Object],[object Object]

SOME SAGES ON RETIREMENT ,[object Object],[object Object]

SOME OTHER VIEWS ,[object Object],[object Object],[object Object],[object Object]

MAYBE…HOW ‘BOUT THIS VIEW? ,[object Object]

RE T IREMENT vs. “RE F IREMENT” ,[object Object],[object Object],[object Object]

II. APPLYING REVIEW-DREAM-PLAN-ENGAGE in COTS Groups ,[object Object],[object Object],[object Object],[object Object],[object Object]

Form a COTS group ,[object Object],[object Object]

APPLYING REVIEW-DREAM-PLAN-ENGAGE ,[object Object],[object Object],[object Object]

Step 1: REVIEW ,[object Object],[object Object],[object Object],[object Object]

REVIEW: EXPECTATIONS ABOUT RETIREMENT ,[object Object]

REVIEW : RETIREMENT OPTIONS ,[object Object]

REVIEW: MEANING & PURPOSE ,[object Object]

REVIEW: UNDERSTANDING RETIREMENT TRANSITIONS ,[object Object]

REVIEW: SOCIAL CONNECTION ,[object Object]

A REVIEW EXERCISE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

APPLYING REVIEW-DREAM-PLAN-ENGAGE ,[object Object],[object Object]

Step 2: DREAM ,[object Object],[object Object],[object Object]

DREAM: FORECASTING ,[object Object]

DREAM: YOUR VIEW OF THE FUTURE ,[object Object]

A DREAM EXERCISE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Step 3: PLAN ,[object Object],[object Object]

PLAN: REPLACING WHAT’S MISSING ,[object Object],[object Object]

PLAN: DEFINING A “ROADMAP” ,[object Object]

A PLANNING EXERCISE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

APPLYING REVIEW-DREAM-PLAN-ENGAGE ,[object Object],“ Two roads diverged in a wood, and I... I took the one less traveled by, and that has made all the difference.” -Robert Frost

Step 4: ENGAGE ,[object Object],[object Object]

ENGAGE: YOUR INTENTIONS ,[object Object]

ENGAGE: YOUR INTERESTS & ACTIVITIES ,[object Object]

AN ENGAGEMENT EXERCISE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

CHARTING YOUR PERSONAL FUTURE: SUMMARY ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

SUMMARY QUESTIONS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

III. WHERE TO GET MORE INFORMATION ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

CONTACT US ,[object Object],[object Object],[object Object],[object Object]

Retirement Transition Power Pt 120908

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