Topic: Helping Clients Beyond the Financials of Retirement: A Discussion about Emotional Wellbeing and Purpose
Location: Watkins Insurance Group
3834 Spicewood Springs Rd STE 100, Austin, TX 78759
Join this quarters Women's Initiative Mastermind Series with guest, Catherine Burns - A Life Phase Coach. Everyone wants to know how much money they need to save to be able to retire. But how many people think about retirement in terms of a true life change? How will they feel without their career title? Will they lose their sense of purpose? What will they do with their time and how will that impact their relationships, with a spouse or others?
Many are so focused on "quitting" and making it to the green pastures on the other side of the fence. They don't mentally prepare for what letting go of their career really means.
In our discussion we’ll explore why people are struggling to make this change and why it’s as important to plan for the non-financial aspects of change as the financial ones. We'll do a short activity and discuss how we have helped our clients through this life change. So jot down your own case studies and come ready to share!
Attendance is limited