Course Code: CVRSMLG2 Program Level: Basic Description: For many, it can be extraordinarily difficult to give up your life's work and transition into retirement. This session is designed to help those retiring, and supporting retirees, in developing an all-new possibility for life after retirement. Retirement can be a fantastic new phase of life - for the retiree and the firm. Join us for this session to see how!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Program Content:

The major topics covered in this course include:

• Exploring the mindset of retirees as they approach their retirement date
• Creating and managing an operational transition plan

Learning Objectives:

After attending this presentation, you will be able to:

• Identify your up-and-comers and the skills, experience, and behaviors expected
• List the psychological barriers involved in retirement and how to overcome them
• Recognize new roles to develop that leverage retiree's wisdom and abilities

Who should attend: Leaders and influences across all practice areas of the firm, including operational leaders. Developed By: ConvergenceCoaching, LLC Instructor: Renee Moelders/Samantha Mansfield CPE Credit: 2 Field of Study: Business Management & Organization (2 CPE) Prerequisites: None Advanced Preparation: None Format: Group-Internet-Based

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*Full Name     *Email     *Phone     *Date & Time     6/13/2023 @ 11:00 AM 8/10/2023 @ 11:00 AM

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