Along with financial planning, a retirement plan should include elements of maintaining relevance and meaning, getting and staying active, minimizing risks to longevity, and staying healthy. About two-thirds of men with high-responsibility positions do not navigate the retirement transition well. This can be improved with planning.
– engage in strategic steps to promote a long, healthy, active retirement; avoid the common pitfalls.
– understand what changes through one’s life span and how that impacts health, risks for health decline (that can be prevented), and the impact of medication.
– get the most from today’s healthcare system to stay the healthiest version of themselves.
– common pitfalls of retirement
– strategic planning to avoid these pitfalls
– health and physiologic changes of time that can pose risk and lead to pitfalls
– preserving health in today’s healthcare climate
– navigating today’s healthcare to manage and avoid pitfalls
Experience with clients who have struggled with the transition to retirement from a health or contentment perspective.
Experience with clients who are planning retirement or have retired from executive/leadership/high-demand positions.
Instructor: Michelle Fritsch
MACPA Towson Center, 901 Dulaney Valley Rd Ste 800 Towson, MD 21204-2624
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