2. What You Need to Know ….

3. Today!

4. What You Need to Know….

5. HOME

6. By the end of the session you will: Accept retirement equals change. Accept you “OWN IT” and need to “PLAN”. Know where to find a “road map”

7. HABIT

13. CONSIDERATIONS Career & Work Health & Wellness Finances & Insurance Family & Relationships Leisure & Social Personal Development Legal

14. Assessment Dashboard

15. Career & Work Doesn’t retirement mean stopping work? (the answer is yes and no) We all give different value to work… some need to work, others can’t wait to relax & play Getting a grip on your preferences is key to retirement preparation.

16. Family & Relationships: Flexibility Retirement is all about change; being flexible impacts how we deal with change Common retirement changes: Relationship dynamics with spouse/ partner Loss of spouse or partner (divorce/separation/death) Relationship dynamics with friends or former co-workers Relationship with family members

17. Leisure & Social: Preferences Six categories of leisure: 4. Intellectual stimulation 5. Physical exercise 6. Solitary relaxation 1. Social interaction 2. Spectator appreciation 3. Creative expression Leisure is a fundamental human need Paradox of leisure – too much or too little can become stressful

18. Personal Development: Life Meaning Provides the sense we are part of a larger whole Living life “on purpose”… Characteristics: 1. Live a meaningful life 2. Know where you are going 3. Having dreams 4. Believe change is good 5. Feel you are part of a larger whole 6. Believe change adds meaning to your life

19. Specific feedback

20. THANK YOU Jim Davidson SemaJ Consulting Email me.... semajconsult@gmail.com Call me…… Cell 214-415-8721 Connect with me on LinkedIn……. but tell me why