The Transition Institute
Life/Career Planning,
Education & Employment
for Mid-career Adults
 
Life/Career Planning
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Retired? Thinking about retirement? Approaching midlife and wondering what’s next?

Regardless of where you are in your life journey, life transitions offer valuable opportunities to examine your life and move into the next stage with a plan to create the life you want.

The Transition Institute offers a number of workshops to help you explore and plan for what’s next.

MAPPING YOUR RETIREMENT
The division between full-time work and retirement life is no longer as clear as it once was. Designed for experienced adults who want to explore how to make the next stage of their lives a time of renewal and fulfillment, "Mapping Your Retirement" addresses retirement holistically, focusing on the financial, emotional, and physical considerations one faces in retirement. Participants receive a copy of Mapping Your Retirement and learn about tools that will help them complete a personalized retirement plan.

Instructor Debbie Drinkard Grovum has been a college counselor for more than 30 years and is a Certified Retirement Coach.

WORKING ON PURPOSE
Approaching retirement and the second half of life is a time when many of us begin to start thinking about reinventing ourselves. Answering the essential question, “What makes me want to get out of bed in the morning?” becomes vital to staying alive as we age and retire. Based on 20 years of research and practice by Richard Leider, author of Something to Live For, “Working on Purpose” is designed for people who want to explore alternatives to the conventional notion of retiring from work. This one-day workshop will provide clarity around life direction, knowledge and tools to help make conscious life choices as well as the motivation and confidence to help you move forward.

Instructor Debbie Drinkard Grovum is a member of the Purpose Project Guild and is trained by and affiliated with the Purpose Project, a joint project of the University of Minnesota, Center for Spirituality and Healing and Richard Leider of the Inventure Group.

MIDLIFE CAREER PLANNING
Most of us who are employed today will change careers five to seven times in our lifetime. “Midlife Career Planning” is a three-hour workshop designed to help adults manage their career path. Topics include identifying wants, values, and strengths; researching options; developing a plan; and implementing a plan.

Instructor Debbie Drinkard Grovum has been a college counselor for more than 30 years and is an Associate Certified Career Coach and Global Career Development Facilitator.

BOOMER FINANCIAL SEMINAR SERIES
Four, 2-hour sessions

Managing your finances is a critical component to enjoying a rich and rewarding retirement. The Boomer Financial Seminar Series is an interactive program that includes a speaker presentation and interactive discussion with participants. Content is appropriate for those who took "Mapping Your Retirement" and want additional financial information or for those who have no previous financial planning exposure.
Social Security Facts:
Things to consider before beginning to take benefits; Continuing to work; Medicare facts; What is Medicaid?; Advantages of being a couple; The future of Social Security

Annuities:
Experts say, "Why Not?"; What is an annuity and how does it work?; Guaranteed income; How much income do you need for retirement?

Retirement, Tax-deferred Accounts:
How do they work? (401K, Roth, Exclusive K, IRA); Managing risk and diversity; Mandatory withdrawals

Financial advantages of Alternative Living Arrangements:
Planned Community living; Time Banks; International living
Instructor Gretchen Larson is an attorney who has spent years working with financial and estate planning. She recently moved from Portland, OR to her childhood stomping grounds in Northern Minnesota. She is looking forward to discussions with other Boomers on how to make practical, creative and joyful decisions in planning their retirement years.
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