Financial planning dominates most retirement prep conversations, however, the non-financial dimensions of this transition often catch even the most prepared professionals by surprise.

After decades as a Financial Services executive in the 401(k) business, Jeanne Thompson thought she knew everything there was to know about retirement – until she retired.

Through her lived experience and feedback from thousands on social media, Jeanne identified five elements that many people don’t prepare for when retiring. Jeanne developed SHIFT™ to address these critical but often overlooked aspects of retirement preparation.

The SHIFT™ program highlights the critical non-financial elements for thriving in retirement. This session will help participants examine key questions:

· How will you structure your days when work no longer provides the framework?

· Who will you be when your professional title no longer defines you?

· How will you build meaningful connections outside of work?

· What will drive your sense of purpose in retirement?

Whether retirement is imminent or years away, this session provides actionable tools that can be implemented long before retirement so when the time comes retirement is approached intentionally - transforming a major life transition into a personal renaissance.