Why Life’s Next Steps

How a retiring baby boomer like you can create a personal life-transition plan.

You can begin by taking our “bite-size” course called Life’s Next Steps — The Essentials.

It is a workbook and video tutorial with Suzanne Armstrong explaining your steps to success.

LEARN MORE

Upcoming Workshops

or call us at 305-479-2619

Free Mini-Workshops


Are We Right For You?

Answer these 10 questions and then click “Submit” to get a measure of your retirement readiness. It’s a quick and accurate way to find out if a Life’s Next Steps workshop is the right thing for you.

  1. Do you have a clear plan for when you want to step away from your current working life?
     
     
     
  2. Have you thought about what will take the place of the things you’ll miss from your work, such as recognition, authority, status, a regular schedule and your business networks?
     
     
     
  3. Have you thought about how you will spend your time after you leave your current position?
     
     
     
  4. Have you thought about how much of your time will be spent on leisure activities—golf/tennis, bridge, travel, etc.?
     
     
     
  5. Have you had specific conversations with anyone about future work or business opportunities you may want to get involved in?
     
     
     
  6. Have you had specific conversations with organizations about how you can get involved in “giving back” to your community, church or charities?
     
     
     
  7. Do you have a plan to realize your unfulfilled dreams and passions?
     
     
     
  8. Have your built a network of support/people that will help you create the life you want to live?
     
     
     
  9. Does your partner/spouse have a plan for the future?
     
     
     
  10. Have you and your partner/spouse discussed each other’s plans together?