Retirees
Retirement as we all knew it is changing. The “new retirement” is sweeping the country and encouraging Boomers to re-invent it.
Kate Jones and Associates has been involved for a number of years researching, studying, and co-creating an assessment tool, Retirement Dimensions©, to help Boomers with this next stage of life. We hope these workshops help those in your organization who are looking ahead.
*Retire To The Life You Design©
Those looking to retire may be asking themselves questions such as:
- Who will I "hang out" with every day?
- What will give me meaning in life?
- When should I make this major change?
- Where do I begin to design a lifestyle I want?
- How will I spend all 365 days of the year?What will give me meaning in life?
Our workshop can help the Boomers in your organization learn by planning ahead from within, knowing the values that drive all of their choices, and understanding the strengths they bring to this next stage of life that they can design the lifestyle best suited for them. (We encourage participants to then see a financial planner to discuss the investment side of things.)
*Kate Jones is licensed to deliver this hands-on, self discovery workshop developed by and copyright of Nell Smith Career Services of Calgary, Alberta.
This engaging full day workshop will help participants begin the process of planning to the life they design.
This is a full day workshop that can be broken down into 1/2 day seminars and/or Lunch and Learns.
*Retirement Transition Stages
Did you know that once retired, a Boomer can expect to go through stages of change?
This workshop answers the questions:
- How important is this next step in my life?
- How many stages are there in this transition?
- What are some things I might expect to experience in these stages
*Managing Your Changing World
This session is designed to help you:
- Accept that change is inevitable at every stage of life
- Realize that it is how you respond to change that can affect the outcome
- Create the skills you need to handle the changes
*Kate Jones is certified to deliver workshops based on the 2Young2Retire course which covered the topics above, and is offered to clients as additional topics requested,
Helping Your Parents Relocate
In addition to sessions based on Retirement Dimensions, we offer practical advice to help Boomers and/or their Senior parents plan their move.
Kate Jones is a Certified Transition Specialist who runs educational seminars, including:
What To Do: Stay or Go?
A program designed to help your family
- Take the time now before you face a crisis situation to decide when the time is right (if ever) to move from the family home
- Reflect on your specific situation
- Discuss future possibilities
- Come away with insights on making small changes to help now
Who Gets Grandpaʼs Book Collection?
A program designed to help your family:
- Pass on personal possessions across generations
- Plan ahead to prevent disastrous conflicts later
- Understand the powerful messages conveyed by who gets what
- Choose carefully, communicate well, and maintain good relations
What Do We Do With All That “Stuff”?
A program designed to provide an overview of how to distribute non-titled property in the family estate. You will explore:
- How to establish ground rules before you ever start
- A variety of methods that you can use when the time comes
- Things to consider for each of the methods
- How to get along with other family members throughout the process
- Quick tips for de-cluttering
How Can We Possibly Keep Our Cool On Moving Day?
A program designed to provide your family with:
- A plan to move out
- A plan to move in
- Some considerations of the emotions and attachments with respect to this important day