A webinar for advisors and their clients
March 8 at 2:00 pm Eastern
Creating a Successful 3rd Act:
Principles, Questions and Counseling Beyond the Finances
Webinar includes 1 CEU, and free registration for your clients. Cost is $49.00 or free to subscribers. Click here to register.
Successful retirement – or what we call The 3rd Act – requires more than a good financial plan. It is creating a purpose-filled life which offers opportunity, engagement and an appreciation of the present and future possibilities. Learn some key principles, effective questions to ask and communication and counseling techniques to help clients create a successful retirement beyond their financial plan.
As our clients approach retirement age, they may find themselves asking these questions:
- Is it time for more work/life balance?
- Have I reached retirement age without feeling ready to retire?
- Is my retirement planning missing some advice on direction and lifestyle?
- Am I afraid to retire because I fear becoming bored or aimless?
Our webinar presenter is Bev Scott, a life coach for those looking to design 3rd Acts with purpose, meaning, fulfillment and fun. With Bev’s guidance we’ll learn how to talk about these issues with our clients and how to guide them in purposely creating the next stage of their lives…a virtually uncharted stage…a stage where they will be free from many social expectations and with reduced family obligations, but with the freedom and need to find new activities which provide meaning and purpose. Many of us have had a challenging, fast-paced, successful and often stressful second act. We have dedicated ourselves to raising a family, pursuing a career or both.
Now, we, the boomers and beyond, are reinventing retirement. As we look ahead, planning for what used to be considered “retirement”, we want something different … not only a slower pace, but to also learn and be challenged, to pursue an interest or vocation we haven’t had time for, start a new business or to make a contribution to our community. Boomers and mature generations are living longer than ever before and in better health. We want to plan our transition and create a life we choose … The third act of our life story.
Advisors, this is a GREAT webinar to invite your women clients and prospects to. Bring them into your office, or have them call in to the webinar, and use the topics and ideas as the foundation for your own rich conversation with the women you care about.
For Directions subscribers, the webinar is one of your community benefits. For other advisors, registration is $49. Your clients participate free!
