6-Session RETIREMENT LIFE DESIGN Program

Retirement is often considered one of the most complex life transitions because it involves multiple dimensions—financial, emotional, social, lifestyle, and health-related—all converging at once. That said, with advanced thought and preparation, retirees can effectively navigate this life change. And that is the sole purpose of this program!

This Program Series

Session dates: June 16, 23, 30 and July 14, 21, 28 (6:00-7:15 pm ET)

Additional future program series include:

Session dates: June 12, 19, 26 and July 10, 17, 24 (12noon to 1:15 pm ET)

Session dates: Sept 8, 15, 29 and Oct 6, 13, 20 (6:00-7:15 pm ET)

Session dates: Sept 11, 18, 25 and Oct 2, 9, 16 (12noon to 1:15 pm ET)

Session dates: Oct 27, Nov 3, 10, 17, 24, and Dec 1 (6:00-7:15 pm ET)

Session dates: Oct 23, 30, Nov 6, 13, 20 and Dec 4 (12noon to 1:15 pm ET)

Opportunities in this Program

· Design Your Retirement – Develop an initial design for your future, ensuring a thoughtful approach to building the life you want. Craft an initial transition plan to bridge pre- and post-retirement, along with a personal vision to guide future adjustments and decisions.

· Reinvent Your Best Self – Explore ways to redefine your identity and embrace new possibilities.

· Refresh Your Vision – Clarify your aspirations and priorities for the next chapter of life.

· Reenergize Your Lifestyle – Cultivate a well-balanced approach that supports fulfillment and longevity.

· Reengineer Healthy Habits – Implement sustainable choices that promote well-being and vitality.

· Revitalize and Build Relationships – Strengthen meaningful connections while fostering new bonds.

Program Features

No matter where you are in your retirement journey—whether it’s years away, just around the corner, or already in motion—this program offers a unique experience designed to support your well-being and future plans.

Key benefits include:

· A holistic approach focused on life fulfillment and well-being rather than financial retirement planning.

· Six interactive online sessions where you’ll collaborate, brainstorm, and problem-solve alongside a small cohort.

· Exclusive access to “take the Retirement Life Design challenge” workbook, helping you capture and refine your vision.

· A structured framework to guide future retirement transitions and lifestyle adjustments.

· Group sessions are led and facilitated by a certified retirement life coach.

This program inspires, equips, and empowers you as you navigate your next chapter.

About the Sessions

Session 1 – Introductions, Life Stories & Beliefs

Begin by connecting with your cohort, sharing meaningful highlights from your life story, and exploring the core beliefs that shape your retirement outlook. Gain valuable insights into common emotional, social, and lifestyle challenges retirees face and familiarize yourself with the retirement life design journey and reflection exercises in the workbook.

Session 2 – You, Your Time, New Habits

Take stock of where you are today and how you spend your time. Reflect on what matters most and identify which elements to carry forward. Start visualizing your next chapter, incorporating healthy habits that promote longevity while transforming routines into meaningful habits.

Session 3 – Lifework & Home

Discover fulfilling activities that bring joy, meaning, and well-being. Consider the opportunities and challenges that come with different living situations and explore viable alternatives to create a home that truly supports your lifestyle.

Session 4 – Relationships

Examine your social network and gain clarity on which relationships to nurture and where new connections might enrich your life. Explore strategies for fostering meaningful bonds and strengthening your support system.

Session 5 – Goals, Personal Vision

Define your overarching goals and personal vision—your guiding principles for decision-making and transitions in retirement. Capture your evolving identity in a compelling self-introduction or elevator speech, perfect for sharing at your retirement celebration.

Session 6 – Honeymoon, Transitions & Gauging Progress

Map out your transition from pre-retirement to retirement. Explore tools for tracking progress over time and discuss how to utilize the frameworks and strategies from this journey to support you in the years ahead.

Meet Your Coach & Facilitator

Carol Bergeron, a certified retirement life coach, is passionate about helping people navigate major life transitions by design rather than entirely by chance. She assists people in understanding the emotional, social, and lifestyle issues that can come with transition. Through her support, people shape their next chapters and become better prepared to adapt to future changes. Using a guided coaching approach that emphasizes self-reflection and collaboration, Carol helps people design unique, modern retirement lifestyles.

Participant Recommendations

“While we all have dreams of retirement, this program helped me to clearly identify how to get from here to there, and how to make my retirement journey truly my own.”

· Executive with 25+ years working with seniors in assisted living

“The program truly made me think more about “me” and my desires of how I would like to live in retirement. Previously, I looked at it more from a financial planning perspective. This program prompted me to identify my desires and how to achieve and incorporate them into my retirement life. The program was VERY helpful in seeing things differently. I highly recommend the program as I found it beneficial to clarify and share my own thoughts and hear others’ ideas that I had not considered. A true benefit of the small group coaching program was discussion and sharing with others.”

· IT Executive

“This program helped me bring to the surface, identify and clarify many things such as core values, beliefs, a well-balanced retirement life to strive for, things/people/activities that bring me joy and helped me find purpose. Since the program started, I have signed up for volunteering and been diligent going to my fitness classes. It became apparent how important it is to maintain my health!”

· Clinical Research & Trials Leader