1. Retirement Training & Coaching 15/14/2014ICF Metro DC Government Coaching CoP

2. Past Retirement Model Successful Retirement= Financial Planning + Leisure Activities Our parents were our role models 25/14/2014ICF Metro DC Government Coaching CoP

3. Present Retirement Situation 78,000,000 Baby Boomers Longevity due to medical advances Most educated, experienced, skilled generation Work can be a part of retirement 35/14/2014ICF Metro DC Government Coaching CoP

4. Present Retirement Model Successful Retirement=Financial Planning + Lifestyle Planning Find successful role models 45/14/2014ICF Metro DC Government Coaching CoP

5. Important Question Retirement coaching is age dependent 20-30 year olds versus 40-50+ 55/14/2014ICF Metro DC Government Coaching CoP

6. Readiness Self Assessment Do I have enough money? Do I have enough to do? Have I had enough? Am I ready to be with my life partner/24/7? If single, do I have a 24/7 support network? Based on Retirement Quest by A. Spector, K. Lawrence 65/14/2014ICF Metro DC Government Coaching CoP

7. 15 Areas of Retirement Readiness WORK REORIENTATION ATTITUDE TOWARD RETIREMENT DIRECTEDNESS HEALTH PERCEPTION FINANCIAL SECURITY CURRENT LIFE SATISFACTION PROJECTED LIFE SATISFACTION LIFE MEANING 75/14/2014ICF Metro DC Government Coaching CoP

8. Retirement Readiness, Continued LEISURE INTERESTS ADAPTABILITY LIFE STAGE SATISFACTION DEPENDENTS FAMILY/RELATIONSHIP ISSUES PERCEPTION OF AGE REPLACEMENT OF WORK FUNCTIONS 85/14/2014ICF Metro DC Government Coaching CoP

9. Role Models are Exploding Life Re-Imagined Coming Of Age Encore 95/14/2014ICF Metro DC Government Coaching CoP

10. Life Re-imagined Approach 5/14/2014ICF Metro DC Government Coaching CoP10

11. Coaching Challenges Do a thorough assessment Recognize the benefits that work provides Envision your future identity Create a retirement lifestyle portfolio Self Awareness-What is your plan? 115/14/2014ICF Metro DC Government Coaching CoP

12. Questions for Discussion 125/14/2014ICF Metro DC Government Coaching CoP

13. Contact Information Dee Cascio, LPC, LMFT, ACC deedeelpc@aol.com 703-435-2273 And Sue Stein, EdD, ACC jsstein018@gmail.com 813-315-9174 135/14/2014ICF Metro DC Government Coaching CoP