Course Outline

Class I: Introduction/Overview

Overview of Retirement Coaching and “The New Retirement” concepts

Overview of the Assessment Tools -

Retirement Success Profile and Life Options Profile

Class II: Interpretation of Retirement Success Profile(RSP)

Class III: Review and Discuss Retirement Success Profile Factors

Work Reorientation

Attitude Toward Retirement

Directedness

Health Perception

Financial Security

Class IV: Review and Discuss Retirement Success Profile Factors

Current Life Satisfaction

Projected Life Satisfaction

Life Meaning

Leisure Interests

Adaptability

Class V: Review and Discuss Retirement Success Profile Factors

Life Stage Satisfaction

Dependents

Relationship Issues

Perception of Age

Replacement of Work Function

Class VI: Focus Person Review

RSP Interpretation Discussion

Class VII: Life Options Program Overview
Review and Discuss Life Options Arenas

Career and Work

Health and Wellness

Class VIII: Review and Discuss Life Options Arenas

Finances and Insurance

Family and Relationships

Class IX: Review and Discuss Life Options Arenas

Leisure and Social

Personal Development

Class X: Focus Person Review

LOP Interpretation Discussion

Post-Class: Student must take the Retirement Certification Exam after completing Class X to receive ‘Certified Retirement Coach’ designation.