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.


Upcoming Workshops

Free Mini-Workshops

How We Work

Sit in on a workshop right now!

Our three-stage program is designed to allow you to identify your strengths,
interests and passions and make them the basis of the next stage of your life.
The program includes –

Step 1

PreWork –

The PreWork that you complete before the Workshop is designed to help you begin to analyze and understand yourself, your strengths and your passions. We use state-of-the-art assessments and surveys to create self-awareness and understanding.

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Step 2

Workshop –

The Workshop builds on the PreWork to help you tap into your real passions, create the life you really want, and develop an action plan to help you make it happen. The two half-day workshop is designed to ensure that you feel comfortable, unthreatened, intrigued and motivated.

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Step 3

PostWork –

You can continue to work with the Life’s Next Steps team to ensure that your future plans are implemented successfully. Your Workshop Leader will check in with you after about a month to see how you are doing on your plan. Even better, you’ll have regular contact with the peer coach who you choose from the participants you meet in the Workshop. The peer coach helps you stick to your plan and revise it if needed.

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Step 1: PreWork


  • Multiple surveys and assessments paint a picture of each individual
  • Effective knowledge assessments provide understanding of strengths and skills (for example, Gallup’s Strengths Finder 2.0)
  • Proven instruments gauge hard-to-determine underlying values and beliefs
  • Our assessments and self-assessment surveys come from recognized experts at the University of Virginia, University of Minnesota, and Gallup

You will be part of a 15-minute conference call that will –

  • Set up the workshop
  • Explain the assessment tools and how to complete them
  • Answer questions
  • Explain the workshop objectives
  • Review the attributes of successful people

You will receive a password to access the Participants section of the Life’s Next Steps website. Here, you will be given a reading list and will be asked to complete a number of assessment tools designed to help identify your interests, values and goals. Completed assessments are brought to the workshop for analysis, insight and goal setting.

The assessment tools and readings include –

  • Rating Aptitudes and Abilities
  • Things To Do While You’re Alive
  • Strengths Finder 2.0
  • Values
  • 15 Things You Love to Do Now

Step 2: The Workshop

With the guidance of our Workshop Leaders, you will –

  • Identify what you find fun, engaging and, even more importantly, meaningful
  • Discover possible new routes your life may take, whether it is work, volunteer activities, social or psychic
  • Develop a unique personal vision statement, a monthly calendar and an action plan that ensures you achieve your vision
  • Be exposed to many real-life stories of what successful "next step" individuals and couples have done
  • Learn a social networking approach that becomes the blueprint for future efforts
  • Cement the commitment and the support elements so key for success
  • Learn how to use the ongoing tools and support that will enhance your next steps

The workshop uses proven, educational methods and assessment tools to achieve its results.

Educational Methods and Facilitation Tools

  • Workshops are held in high-quality facilities across North America
  • Workshop Leaders are trained and accredited professionals who come from many aspects of business, consulting and education
  • Our approach is participant-directed and highly interactive, using techniques that enhance your learning and growth
  • Our methods are based on proven educational models that support adult learning such as small groups, taking responsibility for your own results, and sharing and debriefing with others
  • Leaders use a dynamic, interactive concept called “edutainment,” which helps you learn more quickly and effectively by making the learning process fun and entertaining

Workshop Agenda

Day One
  • Intros and Agenda
  • Things to Do While You’re Alive
  • Keys to a Successful Retirement
  • You Are Not Alone
  • Strengths Analysis
  • River of Life Exercise
  • Values
  • Things I Love to Do
  • Conclusion to Day One
Day Two
  • Learnings to Date and Agenda
  • Work to Date and Insights Gained
  • My Life’s Next Steps
  • Turning Passions into Goals
  • Leveraging Connections
  • Creating a Calendar
  • Sharing With a Partner
  • Working with Coaches
  • Wrap Up
  • Present Future River of Life to Peer Coach
  • Share Aha Moments
  • Close

Step 3: The PostWork

Life’s Next Steps Workshop Leaders are available to you for up to a year to help ensure success.

  • Follow-up meetings are scheduled with Workshop Leaders
  • Monthly meetings are set up with peer coaches identified during the workshop
  • Meeting formats are provided for all these meetings
  • You can join our online discussion forum to exchange ideas and questions with other Life’s Next Steps graduates