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Workshops

Working with financial planners, other professional associations, companies and community groups

Financial Planners, Accountants, and Community Banks

Online Sessions Available
Offer additional benefit to your clients who are ready for that next step in retirement.
Planning for financial security in retirement is the first step of living well as we age. Help your clients live a life planned for happiness.
  • Add value to your financial planning business
  • Invite clients to custom, branded presentations
  • Topics include post-retirement work options, getting started with volunteering, and building a personal legacy
Sessions can be upgraded to include data-based retirement assessments identifying important lifestyle retirement planning areas.
Individual coaching is also available.

Professional associations, community groups and clubs

Online Sessions Available

Offer additional benefit to your members who are ready for that next step in retirement.
Planning for financial security in retirement is the first step of living well as we age. Help your members live a life planned for happiness.
Lyn regularly speaks to groups to engage members on the topic of planning for retirement – beyond the finances! Topics include post-retirement work options, getting started with volunteering, and building a personal legacy.
Sessions can be upgraded to include data-based retirement assessments identifying important lifestyle retirement planning areas.
Individual coaching is also available.

Would you like to learn more?

Get in touch

What does it cost to work with a Retirement Coach?

First session: free

Book a 30 minute happiness discovery call for free! During this call we’ll discuss where you are today, what your goals are and make sure we are a good fit together.

Assessment and insights package

$300

Retirement Linkages

Link to Retirement Package

(optional)
Complete the Retirement Success Profile or Life Options Profile and follow up with a 90 minute personal insights session with Lyn. A great place to start thinking about your retirement happiness.

Four week individual coaching package

$400

Retirement Linkages

4 Weekly Scheduled Sessions

(optional)
We meet weekly, uncovering your essential retirement readiness topics. Using our retirement building blocks we discover what matters to you. Already retired people may benefit most from these refocus sessions.

Workshops

Our workshops are offered upon request

Contact Us

for more info, pricing and availability.

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