| The LifeShift Program Our program is very straightforward and comprehensive: • 10 one-on-one sessions with a local LifeShift Professional • Up to 15 hours of guided direction • Identification of your skills, interests, values, joys, and talents • Two planning sessions with your spouse or partner The Successful Outcome With a clear retirement strategy in place, you’ll complete the program feeling: • Energized – with a revised identity and sense of knowing who you are in retirement • Valued and Understood – with a place in society and a renewed sense of worth • Excited – about building an evolving group of friends and colleagues • Curious – about the goals you have established and the possibilities that lie ahead • Optimistic – about the richness of your plans, phases, and opportunities Deliverables You’ll complete your LiftShift program with: • A clear mission and identity for the next phases of your life • A SMART (specific, measurable, attainable, relevant, time-bound) plan for retirement • A LifeShift card with your “title” for retirement Benefits for Corporations Not just for the soon-to-be retiree, LifeShift rewards corporations as well. 1. Part-Time Expertise. Highly productive employees who participate in LifeShift usually want to work part-time in some capacity. At the same time, corporations may face a brain and talent drain over the next decade as Boomers retire. The retirement plan for LifeShift participants normally includes a portion of their time devoted to what they did best in their |
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| work: project management, client management, special projects, or other project-based work. What they need, however, is a balance with their volunteer, recreational, physical, family, and spiritual pursuits. The LifeShift Professional helps the client determine the best proportion to devote to each pursuit. | ||||||
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| 2. Successful Transition. Some executives tend to stay with a company because they are uncertain about what to do in retirement. LifeShift prepares more mature executives for the shift to retirement with a revised identity and a plan for the Active Living phase of retirement. If a late-stage executive is able to leave the company six months or a year earlier than planned, the company experiences a savings and the executive is satisfied as well. 3. Succession Planning. Senior executives who participate in LifeShift are much more likely to mentor younger employees moving into senior roles instead of blocking them from moving up the corporate ladder. The company is able to retain its corporate knowledge and is stronger because of the smooth transition. |
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