Navigating Retirement Transitions for Clients with Kirsten Meneghello

The decision to retire from work is often based on two numbers: our age and how much we have saved. However, the transition to retirement is a huge life transition that many of us are not equipped for. It can be fraught with many issues such as loss of identity, reduced social interactions, changes in family relationships, lack of routine and structure, and finding a new sense of meaning and purpose.

These issues may loom large in your clients’ minds, but they may not be discussed. Or perhaps they are unaware of all the changes that the transition to retirement entails.

WHY ATTEND: Help your clients successfully navigate this transition by learning about:

• The scope of non-financial issues that arise during the transition to retirement (emotional,
• mental, social, spiritual).
• Questions that you can ask your clients to understand their needs.
• A specific tool that your clients can use to gauge their level of satisfaction with various aspects of their life.

SPEAKER:

Kirsten Meneghello, JD, PCC, CPRC, is an experienced certified coach through the International Coaching Federation. She founded Illumination Coaching to help corporate leaders navigate difficult conversations with confidence. In addition, she’s a Certified Professional Retirement Coach and assists professionals to make the big leap from full-time career to retirement. She helps people to create realistic expectations about this transition, normalize their feelings, identify their values and needs, and design a plan for their next chapter of life.

Kirsten is an attorney and has career experience in financial services, charitable estate planning, and broadcast news. She is the immediate Past President of the statewide chapter for professional coaches (ICF Oregon), a member of WIFS and the Portland Business Journal’s BizWomen Coalition.

LinkedIn - https://www.linkedin.com/in/kirstenmeneghello/

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Website - https://illuminationcoaching.com/