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.