Lifespan's Training and Education Services

Plan It! Pre-retirement Planning

Most pre-retirement workshops focus on financial planning. Our workshops and individual consultations also focus on issues that every person approaching retirement should consider; paying for long-term care, appropriate legal instruments, post-retirement employment and volunteerism, change and transition issues, eldercare, physical health and wellness, having fun and continued learning.

PlanIt! Comprehensive, single-source retirement seminars.

Your Choice of Topics!
• Imagine ME Retired!
• Now It's MY Time (Fulfillment/change/transitions)
• Fiscal Health
• Legal Instruments
• Bridging the Fulfillment &/or Money Gap
• Volunteering: Another Way to Bridge the Fulfillment Gap
• Caring for Aging Parents
• It's Never Too Late to Eat, Live and Think Healthier
• Paying for Long-term Care

Why Plan?
• The average person spends 90,000 hours working and 10 hours planning for retirement!

As an Employee Benefit
• It's a low-cost way to show your employees/members that you care about them and their well-being.
• It’s an opportunity to be viewed as both provider of benefits and “partner” in planning by your employees.
• It's an opportunity to reduce lost work time and absenteeism related to caregiving issues.
• It’s the retirement gift that lasts!

Why Use Lifespan to Provide this Benefit?
• We are second half of life experts.
• We have nothing to sell but our experience and knowledge.
• We are our community’s only comprehensive resource for information, guidance and direct services related to eldercare, later life employment and retirement transitions.

Now Available!
The PlanIt! Retirement Guide Book
(click here to download the PlanIt Sample)

PlanIt! is a comprehensive, nothing-to-sell, single source retirement planning seminar. Our workshops include topics that every person approaching retirement should consider. Spouses/partners are invited at no extra cost. The time is right to help your employees plan for a fulfilling, active post-retirement life. Fee-based.


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