CTC Presents:
Purposeful Retirement Workshop Series
for Late-Career Professionals
Led by: Kim Olson, CTC Coach
Principal, Red Door Advisors
This workshop series will be held every Tuesday from 4:00-5:00pm
April 23- May 21, 2024.
Description:
Did you defer your dreams years ago for a different career path?
It's not too late to make your dreams a reality!
Through insights and discussion, participants can embrace their new reality and gain a greater sense of enthusiasm and empowerment in planning for transitioning into this new stage of life and career.
This five-session series will provide participants comprehensive self-assessment reflections, individual retirement coaching and a Purposeful Retirement Work Plan to be reviewed and completed by the final session.
Program Includes:
- Comprehensive Workbook and Retirement Plan template
- Individual Coaching Sessions
- Financial Advisor Seminar on Retirement Planning
- Guest Panelists Share their Retirement Stories
Fee reduced by $50!
Program Overview:
Week 1: What is Purposeful Retirement? Self-assessment, Values exercises, Articles and Workbook + 45-min seminar to follow: Financial Planning for Retirement. Lead by Treasa Moran, Financial Advisor- Morgan Stanley
Week 2: Navigating Change with Guest Speaker Jane Davidson
Week 3: Guest Speakers’ Panel Share Their Purposeful Retirement Stories
Week 4: Planning for My Journey: Work Plan Progress and Establishing an Accountability Partner
Week 5: What's Next? Finish Purposeful Retirement Plan and Learn How to make it Sustainable.
* A three-month check-in seminar will be scheduled with this cohort and its Retirement Coaches to revisit your work plan and make adjustments as needed.
About the Presenter: Kim Olson
After a successful career as a healthcare executive, Kim helps clients contemplating retirement build purposeful retirement plans that reflect how they want to spend this special gift of time! Kim also partners with clients experiencing career transitions to find fulfillment across their careers.
During her career, Kim was a trusted advisor, a sought-after mentor, and known as a women’s leadership and advancement advocate. She oversaw complex, high-financial risk, C-level initiatives for Fortune 200 healthcare companies. As a catalyst for business transformation, Kim drove accelerated membership growth, increased revenue, and significantly enhanced organizational efficiencies. She holds a BA and an MBA from Boston University and is a certified coach. Her energetic, yet pragmatic approach supports clients in attaining success, based on their definition, no matter what the context.
