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The Perfect Retirement Workshop

Instructions before you get started:

WORKKSHEET (download): Please download and print the worksheets in advance. If you are completing this with a group, give each member a copy. If you don’t have a printer, download the pdf copy of the worksheets and then write each page heading on a sheet of lined paper. Step-by-step instructions are also available as a PDF download

  • You can complete the workshop on your own, however we recommend that you get together with a small group, especially for the written exercise in Videos 3 and 4.
  • We recommend that you complete the videos in the order they are presented from 1 to 8.

Timing: Total run time 1.5 hrs, not including time to complete the written exercises.

Unit 1. Introduction

Unit 2. New Perspective

Unit 3. Life Goal Planning

Unit 4. Life Goal Assessment

Unit 5. Decision to Retire, Working, Volunteering

6. Spousal Relations, Single, Housing

Unit 7. Financial Planning with a Dash

Unit 8. Wrap-up