Design Your New
Retirement Life
Our next Group Coaching program starts on September 13th and concludes on November 22nd.
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Are You Ready?
GRADUATING from full-time work to a new life?
Retirement today doesn’t come with a road map.
You GET to build your own.
When you’re planning to retire the transition ahead brings big questions, uncertainty, challenges — and new possibilities to explore:
DIRECTION Where are you heading next?
IDENTITY Who will you be now?
PURPOSE What will your new purpose(s) be?
STRUCTURE How will you structure your time?
RELATIONSHIPS How will you replace the connectivity you had at work?
FUN & CHALLENGE What’s the right balance?
ALIGNMENT How in sync are you with other key people in your life?
It helps to have a sound process. One that inspires you to think differently & explore new options, with a pragmatic eye.
Take charge of your future. Join us for a five-session program to define your path forward.
- A small group of 5 to 10 people with breakouts and discussions
- A facilitated structured coaching process
- A direction for your next five years
- A road map to move forward this year
Design Your New Retirement Life
Proven Process
Developed by Bill Burnett & Dave Evans at Stanford, authors of Designing Your Life, using Design Thinking
Guided Coaching Experience
Facilitated by veteran coach Joe Casey
Learning Community
Embark on a learning journey with a supportive group of fellow travelers
Offered Virtually
Zoom in from your home or office
A Six Session Group Coaching Program
(limited to 10 participants)
1
Where You Are?
Values & Priorities
Energy & Engagement
2
What’s Possible?
Life View & Work View
Mind Mapping
I
Building Blocks for a Portfolio Life
3
What’s Next?
Designing 3 Alternative
Visions of Your Future
4/5
Prototyping
Testing Your Visions
Refining Your Pathway
to a Portfolio Life
6
Your Roadmap
Mapping Your Next Steps to
a Portfolio Life
Each virtual session is 90 minutes.
Alternating Fridays at 12 PM Eastern | 11 AM Central | 10 AM Mountain | 9 AM Pacific
Session dates: September 13 | September 27 | October 11 | October 25 | November 8 | November 22
Bonus for Early Enrollees: Two one-on-one coaching sessions with Joe Casey included (one before the program and one after Session 6).
Limited to 10 participants
Tuition is $ 1,095
Question? Email Joe Casey at joec@retirementwisdom.com
Your Coach: Joe Casey
Joe’s an executive coach who also helps people create meaningful lives after they graduate from their primary careers. Traditionally, we’ve called that retirement. But today with “retirements” often lasting 20 to 30 years or more, it’s an opportunity to pivot to a new life beyond the world of full-time work.
As a Certified Designing Your Life coach, Joe is trained to help people discover a new direction which offers new purpose and greater meaning. He helps people who are retiring – but aren’t done yet – figure out What’s Next? blending imagination and pragmatic experimentation.
It’s not theoretical for Joe. He’s done this himself, becoming a coach 12 years ago after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets and Investment Banking. Joe’s earned three Masters degrees and was trained as a certified coach at Columbia University.
Business Insider named Joe as one of 23 innovative coaches who are making a difference. He hosts The Retirement Wisdom Podcast, ranked in the top 1% of podcasts in popularity globally according to Listen Notes, with over 1.4 million downloads.
Interested in Working with Joe Casey One-on-One?
Joe works with a select group of clients individually. Schedule a call to discuss if this option is right for you.
What Others are Saying about the Program
“Joe Casey is an excellent coach with years of experience in corporate HR and in executive and transition coaching. He truly understands what’s involved in creating a new life after a corporate career. His thought-provoking coaching and guidance inspired me to think bigger and differently about my future. The Designing Your Life process was a gamechanger for me. I’ve already recommended him to several friends who are thinking about retiring and doing something different.”
“While I was looking forward to retirement, I have to admit I was also afraid. I was unsure about what life would be like and I was concerned by what I saw happening to some colleagues after they retired. The Designing Your Life process was hugely helpful. It helped me envision a new lifestyle and consider possibilities that weren’t anywhere on my radar. I couldn’t be happier with the mix of things I’m doing now. I couldn’t have arrived at this place without Joe’s coaching and the program.”
“I’m indebted to Joe Casey for his tremendous insights and guidance through the Designing Your Life process. His insights, candor and pragmatism were invaluable in helping me create a path forward for retiring at 60. The program really helped me mentally, emotionally and physically prepare for what’s turning out to be a great new phase of life. It helped me make a smoother transition than I was expecting. It gave me clarity and confidence.”
| “The program was really great. I learned a lot and I appreciated the homework and follow up. It really made you ‘do’ something instead of just thinking about it.” |
“Fantastic! I learned a great process for planning my life, and got to compare and share with a group of like minded folks.”
“I’m writing to inform you that our work is done. The process that you led me through resulted in me creating exactly the life I’ve envisioned. I am acutely aware of how I got to this point, and it is because of the Designing Your Life process. Thank you from the bottom of my heart.”
“It is a terrific concept and excellent course for retirees, and those who are going to retire — really anyone in any stage of life.”
“I just found myself wanting more. Joe did an excellent job. I found my classmates very interesting. I loved hearing Joe’s and my classmates’ perspectives. A very worthwhile program.”
“A good investment – it provides a good framework to think about the future. Pertinent content that I could implement immediately.”
“DYL is a very helpful process and a terrific retirement concept. I wish I would have had this process at other times in my life when I really struggled with direction in my career choices.”
“I found the program quite helpful and a good investment in time and money. Excellent material and engaged participants.”
“Thank you, Joe, for your meaningful and insightful podcasts that stimulate ideas and deep thinking. Thank you for your caring and expert facilitation skills, guiding us through the discussions with thoughtful preparation and provocative guidance.”
“It was very positive, opening up my mind to new possibilities in a supportive environment with a helpful process to execute a plan. I appreciate all the time you spent with us individually to coach us and how you always made yourself available to us. That meant a great deal to me, given your busy schedule. I also felt your facilitation was par excellence, giving everyone a chance to react and make comments to what they were experiencing and debriefing all the exercises and homework. Thank you for a very meaningful experience…”
“I extend my deepest gratitude to you, Joe. Thank you so much for including me in this journey. It has truly been a transformative experience in my life.”
