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Life Planning Network

The Retirement Exploration Survey took me by surprise. Feeling confident about my future, I quickly responded to the questions from what I thought was an extremely “healthy place” until I got to the section on “Financial Security.” All of my financial issues surfaced and I realized that I had some deep work to do in this area. I felt scared and fearful. I had buried money issues for years – not only from others, but from myself. This survey uncovered the problem and helped identify the specific financial issues I needed to finally address. No more putting off the money issue at this time in my life.

Sara helped me to address several financial issues in my life that I never would have addressed on my own. She asked me difficult questions that caused me to think differently about my situation. I realized I had many more options available to me, as she guided me and held me accountable for taking the necessary steps and initiating the difficult conversations with my spouse and our financial advisor. The astonishing results of my actions not only enhanced my financial outlook, but enriched my relationship with my spouse.

— Trudy S.

Presentations

Beyond the Money: Eight Keys to a Fulfilling Retirement

Speaker: Sara Zeff Geber, Ph.D., The Retirement Transition and Life Planning Expert for Boomers and owner of LifeEncore, a retirement coaching business.

Retirement isn’t all about money, especially for the baby boom generation. In her presentation “Eight Keys to a Fulfilling Retirement,” Dr. Sara Zeff Geber will demonstrate why this is such a challenging transition for baby boomers, and why money isn’t the only reason this generation isn’t retiring. Most financial planners have a large numbers of boomer clients, now in their 50s and 60s, and most of them will live another 20-­‐30 years. If they don’t know who they will be or what they will do after they retire, it can be a pretty scary step.

Sara leaves the financial planning to the experts and challenges her clients with the following:

  • How will you spend the next 20-­‐30 years?
  • Where will you live?
  • How well do you like yourself (and your spouse!) at this age?
  • How healthy are your key relationships?
  • What will give your life meaning and purpose?
  • What have you learned that you can give back to the world?

Learn from Sara how people achieve a fulfilling retirement lifestyle, regardless of how much money they have accumulated. Learn about the choices people should make as they retire and the questions they need to answer to ensure that they have the life they envision when they make the transition.

After sharing what you can do to ease this transition for boomers, Sara will facilitate round table discussions for participants to talk about their comfort level (or lack of it) with raising these kinds of topics with clients.

Download Presentation PDF


Fifty-­‐Plus, Minus Kids: The Unique Challenges of “Solo Agers”

In “Fifty-­‐Plus, Minus Kids” Dr. Sara Zeff Geber will address the special challenges and considerations for solo agers (singles and couples, gay and straight) who need to prepare for their later-­‐life years without the assistance of adult children.

According to the census bureau’s 2006 “Current Population Survey” the percentage of women age 44 who have never had children doubled between 1980 and 2006, from ~10% to almost 20%. Baby boomers are the first generation in history to realistically expect to live into their 80s, 90s, and even 100s. A longer life can mean more end-­‐of-­‐life care, so what happens when there are no adult children to manage that care and provide the physical and emotional support so necessary during that time period?

Sara’s presentation will include data gathered from professionals in the fields of psychology, geriatric care, elder law, financial planning and others on how to prepare for your own future without adult children, as well as how to best help and advise clients without adult children. She will then lead a discussion about the pitfalls and shortcomings of most care systems and how to plan ahead for their own community development, advocacy and care. Participants will also have the opportunity to talk to other solo agers and share thoughts, ideas, and feelings about their future and how they might leverage strength in numbers, build community, and support one another.

Download Presentation PDF