Modern Retirement Coaching:
Transform Your Client Relationships
Transform your approach to retirement coaching with this innovative seminar that goes beyond traditional planning methods. Through a dynamic coaching lens, you’ll discover fresh perspectives on retirement opportunities while mastering a comprehensive framework for life satisfaction across ten essential domains.
This program equips you with cutting-edge strategies to guide clients through their wellness journey, addressing physical, emotional, social, and psychological well-being. You’ll learn to identify and navigate common transition challenges, empowering your clients to overcome obstacles in their retirement journey.
Most importantly, you’ll master the art of reframing retirement from an ending to a beginning—a powerful opportunity for personal growth and reinvention. You’ll leave with both a personalized action plan for enhancing your own life and a robust toolkit for elevating your clients’ retirement experience. This seminar bridges the gap between traditional retirement planning and modern lifestyle design, preparing you to be a more effective and impactful retirement coach.
Date(s): March 10 – April 20, 2025
Instructor: Mark Danaher
Participation: 6 week commitment
Contact Hours: 15
Recertification hours: Careers by Design is an NCDA-approved provider.
Course Fee: $415.00
By the end of this 6-week seminar, participants will be able to:
- Master three innovative coaching frameworks to help clients discover new retirement possibilities
- Create a personalized life satisfaction assessment across ten key domains and develop actionable enhancement strategies
- Design holistic wellness approaches that address clients’ physical, emotional, social, and psychological needs
- Identify and develop solutions for common transition challenges clients face during retirement
- Learn techniques to position retirement as a catalyst for personal growth and reinvention
COURSE OUTLINE:
Week 1: Reshaping Your Retirement Perspective
Week 2: Mastering the 10 Dimensions of Life Satisfaction
Week 3: Transforming Retirement into Your Next Great Adventure
Week 4: Optimizing Health & Wellness in Modern Retirement
Week 5: Overcoming Transition Challenges: Strategies for Success
Format: Interactive, online discussion with career professionals. Participants will have weekly assignments, readings, and discussions. Assignments open on a Sunday and remain open for 1 week. You may log in and post at any time convenient for you. We only ask that you please post your initial response by 11:59 pm EST on Thursday so that the discussion can continue for the entire week.
COURSE REQUIREMENTS:
- All assignments must be completed on time
- All participants must actively participate in the weekly discussions online, posting and replying to at least one other person.
- End of the seminar action plan: Your action plan to move forward in your wellness journey.
- Technology requirements: Internet access, ability to read MS Word documents & Adobe PDF files, ability to view video (primarily using YouTube)
ASSESSMENT OF COMPLETION OF COURSE:
- Evaluation will be made of the quality of the discussion in the class. All participants will post in each forum discussion. Participants are expected to be active in the online exchange of information, perspectives, and experiences.
- Must reply to at least one other person in the seminar in each discussion
- The final retirement coaching plan is due within two weeks of the completion of the class.
- Payment is due in full at least one week before the seminar begins unless other arrangements have been made.
- Cancellations must be in writing via email.
- If you cancel and have paid through PayPal or Venmo, we will refund you minus their fees.
- If Careers by Design cancels the seminar, a full refund will be granted.
- Cancellations less than 1 week before the seminar begins will incur a $50 fee.
- No refunds will be granted for cancellations once the seminar begins.
- Refunds will be issued within 2 weeks from the cancellation request date.
