Retirement Transition

Retirement transition is one of the most highly anticipated but under planned transitions in our lives. A Certified Retirement Coach at Career Vitality Services in Calgary can guide you through this additional life stage. Most individuals have planned for the financial side of retirement but have yet to examine aspects of lifestyle, change and transition this phase of life may bring. The goal is to provide you with the most accurate, personalized and comprehensive retirement transition planning information possible and therefore help you identify and explore the factors necessary to towards developing your own personal retirement transition plan.

Retirement Transition Coaching

A Personalized approach to retirement transition coaching with our Certified Retirement Coach who will interpret your Retirement Success Profile Assessment results and through a combination of Life-Transition Exercises, Personal Insight Activities,Powerful Questions and coaching help you define and take the steps required to define a retirement transition plan that works for your unique lifestyle needs.

” Brian’s retirement coaching was excellent! He provided me with strategies that help me feel very confident that the next chapter in my life will be successful.

-Martin C.-

Retirement Success Profile Assessment

The Retirement Success Profile™  Assessment identifies personal strengths and areas of focus across 15 retirement success factors that closely affect retirement transition and planning. Across each of these factors, the Retirement Success Profile™ measures Expectation, Present Behaviour and Variance.

The 15 Retirement Success Factors are;

  • Career Reorientation
  • Attitude Towards Retirement
  • Personal Empowerment
  • Health and Wellness
  • Financial Preparedness
  • Present Life Satisfaction
  • Projected Life Satisfaction
  • Life Meaning
  • Enjoyment of Leisure
  • Personal Adaptability
  • Spiritual Development
  • Care Giving Responsibilities
  • Relationships
  • Sense of Personal Identity and Authenticity
  • Replacement of Workplace

The Expectation Score provides a measure of one’s overall attitude toward retirement and how prepared the individual expects to be for their retirement transition as compared to others who have taken the assessment.

The Present Behaviour Score reveals how prepared an individual is right now for their retirement transition as compared to others who have taken the assessment.

The Variance Score provides a measure of the difference between one’s expectations and their current preparation for retirement across each of the 15 success factors. These scores pinpoint which areas require the most focus in planning for a fulfilling retirement.

Upon completion of the Retirement Success Profile™, individuals receive a comprehensive report outlining their assessment results. The report provides very personal data unique to the individual, and measures where clients are in their retirement transition preparation. This level of personal insight cannot be obtained anywhere else.

“Completing the Retirement Success Profile provided me with information about where I was at in regards to my preparation for retirement and provided a perfect lead in to the one to one coaching provided by Brian”

– F. Wilton-

The Life Options Profile Retirement Assessment

The Life Options Profile™ Retirement Assessment assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development.

This assessment tool is perfect for use in corporate and group workshop settings, and equally appropriate for individual coaching. The Life Options Profile™ reveals powerful insights about retirement transition lifestyle issues that are easily presented and discussed in group or classroom settings. When used in a group setting, individuals often choose to continue working one-on-one with the coach.

Upon completion of the assessment, individuals receive a personalized report that indicates areas of preparedness and identifies gaps providing a functional blueprint for planning your retirement transition.

The Life Options Profile™ assigns a red, yellow, or green designation across all but four of the dimensions, which are ranked preferences to indicate one’s level of retirement readiness as compared to others who have taken the assessment. The Life Options Profile™ provides individuals with a personal, practical and relevant self-portrait of one’s lifestyle needs and provides insights on transitioning from their current lifestyle to their new retirement lifestyle.

“Retirement is not an ending, it’s a new beginning,the start of a new life journey of vastly expanded proportion”

-Dr. Richard P. Johnson

Retirement Transition Workshops

The one-day Creating Your Retirement  transition workshop facilitated by a Certified Retirement Coach and designed for both individuals and couples contemplating retirement who are looking to create a stronger self- awareness of the factors required to create their own unique retirement transition plan for living the retirement lifestyle of their dreams.

Choosing to take a retirement transition course can be one of the most important decisions a person will make. Research shows that many people venture into retirement without much reflection or planning required to get themselves started off the on the right foot. This new offering will provide you with an opportunity to better understand key elements of a successful retirement, and  as a result, develop an action plan that will set you up to make a successful retirement transition.

Workshop Module Overview

  1. Beginning Your Retirement Journey
  2. Career and Retirement
  3. Creating Optimal Health and Wellness in Retirement
  4. Family and Relationships:The Power of Being Connected
  5. Leisure and Social Arena:What to Do Once I Am Retired?
  6. Purpose and Meaning:Passion About People Places and Activities
  7. Personal Development
  8. Developing Your Retirement Action Plan

Participant Quote:

“Brian is a dynamic workshop facilitator, the course content was excellent!” -S. Chalmers

Understanding and Preparing for Retirement Course at The University of Calgary

Career Vitality Services are pleased to once again offer the Understanding and Preparing for Retirement course offered in conjunction with the University of Calgary’s Continuing Education Department.

Participants will explore retirement within the context of both traditional and current models, as well as, the concepts of change and transition and implications on planning a successful retirement transition.  Furthermore, explore 15 factors in key life arenas of family/relationships, work/career, leisure, personal self development  and,  life purpose and meaning so to help better understand your preparedness for retirement planning

The course is for those retired, or near retirement, who are looking to reinvent their future years. Hence, this course will provide the information necessary to assess current and future plan towards making retirement a reality.

NOTE: An optional online assessment tool will be available. Please bring a cheque(or e-transfer) for $53.95 to the first class if you wish to purchase. This tool will measure individual preparedness for retirement factors but it is not required for the course.

Please the following link for more information Understanding and Preparing for Retirement

Self-Care in Retirement: Strategies for Wellness

Retirement is filled with both opportunities and barriers that will either enhance or inhibit your ability to enjoy a lifestyle filled with energy, vitality and a sense of overall wellness. In this short course we will discuss seven key wellness concepts, personal factors that create and inhibit retirement wellness, retirement stressors and self care. We will explore a variety of strategies to nurture your overall well-being. You will leave inspired and motivated with a personal wellness plan that will support you in your endeavour to enjoy a high quality of life in your retirement years.

For further information about how to register connect to the University of Calgary Continuing Education Department

How Retirement Transition Services can help you.

Career Vitality Services’ Retirement Transition coaching, workshops , seminars and courses can help you better understand your retirement lifestyle needs and desires and create a plan for achieving your retirement goals while also providing you with the support and encouragement you need.

For more information about the variety of Retirement Transition Services offered by Career Vitality Services  in Calgary call (403) 978-9134  for your free initial consultation and to inquire about our customized services.