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Dee Cascio

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Retirement Coaching Options

Introduction

There are several effective and comprehensive coaching programs to help individuals and couples handle this transition well. While there is some overlap between the programs, they have been set up to accommodate specific needs. The three different programs are defined below.

Coaching Options for Groups

Need to prepare your employees for the transition to retirement?

White Paper: Retirement Challenges for Corporations

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Life Options Profile Virtual Group Workshop or Teleclass

This group teleclass includes 6-25 people and consists of 5 one-hour sessions.

Before the group meets for the first time, each participant is asked to complete the Life Options Profile (LOP) online and receives immediate results. The software is designed to provide easily understood, written results for beginning the journey to a happy and fulfilling retirement.

Session 1 — The group leader facilitates the interpretation and understanding of the LOP and answers any questions regarding the outcome of the assessment and how it will be used in the group retirement coaching process.

Session 2-5 — The group leader presents a mini lecture on each of the 6 Life Arenas listed below and facilitates discussion using powerful questions and exercises. The 6 Life Arenas discussed in these 4 sessions are:

  1. Career and Work
  2. Health and Wellness
  3. Financial Attitudes and Planning
  4. Family and Relationships
  5. Leisure and Social
  6. Personal Development

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Dee Cascio, Re-Career Coach, Helps People Find Meaningful Work

Group Workshop or Teleclass

Whether you are looking for work, want to try something different, or desire to use your skills after you retire, this is excellent preparation for finding a new career.

This group includes 8-10 people and 6 sessions of one hour each.

The size of this group is deliberately kept small to provide more detailed interpretation of the Re-Career Success Inventory so the participants will have a better understanding of their results and readiness to re-career.

Before the group meets for the first time, each participant is asked to complete the Re-Career Success Inventory (RSI) online and receives immediate results.

Session 1 — The group leader facilitates the interpretation and understanding of the Re-Career Success Inventory and answers any questions regarding the outcome of the assessment including how it will be used in the follow-up group sessions towards career planning.

Sessions 2-6 — The group leader presents a mini lecture on each of the 3 Cluster Areas on the RSI listed below. Discussions on key factors are facilitated using powerful questions and exercises.

Re-Career Self-Assessment Cluster

  1. Re-Career Identity
  2. Re-Career Self-Assessment
  3. Re-Career Transition Hardiness
  4. Re-Career Success Perception
  5. Re-Career Goals and Decisions

Re-Career Competencies Cluster

  1. Re-Career Calm and Confidence
  2. Re-Career Maturation Vitality
  3. Re-Career Aspirations
  4. Re-Career Leisure-Life Competencies
  5. Re-Career Positive Mental Attitude (PMA)

Re-Career Search Planning Skills Cluster

  1. Re-Career Search Planning Skills
  2. Re-Career Resume and Cover Letter Writing Skills
  3. Re-Career Search Time Management Skills
  4. Re-Career Creative Interviewing Skills
  5. Re-Career Assertive Communication Skills

Benefits of Group Coaching

Discover how the many benefits of group retirement coaching help people achieve their goals.

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One-On-One Coaching

One-on-one coaching is available to individuals and couples who prefer more concentrated time with the coach. Some people begin with group coaching and move to one-on-one coaching in order to work on additional goals apart from the group. This creates a more in-depth and personal experience, which is preferred by some clients.

Transitioning To Retirement — The Retirement Success Profile

The Retirement Success Profile (RSP) is used for individual clients or a couple who would like more in-depth retirement planning. The RSP requires individual interpretation and is an excellent tool for planning. Although clients taking the RSP can work with the coach for an indefinite amount of time, it is recommended that the client work with the coach using the following time frame and sequence. Clients can use more time if needed.

Before the first session, the client or couple is asked to complete the Retirement Success Profile online and receives immediate results.

Session 1 — The Retirement Coach facilitates the interpretation and understanding of the Retirement Success Profile and answers any questions regarding the outcome of the assessment. The RSP is then used in the following sessions.

Sessions 2-7 — The coach presents information on each of the 15 Factors from the RSP listed below. Discussions on key factors are facilitated in these six sessions using powerful questions and exercises.

  1. Work Reorientation
  2. Attitude towards Retirement
  3. Directedness
  4. Health Perceptions
  5. Financial Security
  6. Current Life Satisfaction
  7. Projected Life Satisfaction
  8. Life Meaning
  9. Leisure Interests
  10. Adaptability
  11. Life Stage Satisfaction
  12. Dependents
  13. Family/Relationship Issues
  14. Perception of Age
  15. Replacement of Work Function

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