Workshops

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

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.

Sessions can be upgraded to include data-based retirement assessments identifying important lifestyle retirement planning areas.

Individual coaching is also 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?

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

Retirement Linkages

Link to Retirement Package

(optional)

I agree to the terms and conditions

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

Retirement Linkages

4 Weekly Scheduled Sessions

(optional)

I agree to the terms and conditions

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.

Our workshops are offered upon request

for more info, pricing and availability.

Workshops

Assessment and insights package

Retirement Linkages

Four week individual coaching package

Retirement Linkages

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