If you or your clients are facing that stage of life where careers are passing into the background, and a new “to be determined” life is emerging, then you are entering what is called “retirement”. Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time – what to do with time, financial, relationships, health, identity and more.
This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
After attending this program you will be able to…
The major topics covered in this class include:
A professional considering, planning or engaged in retirement for oneself or for one’s clients
This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.