When employees approach retirement with a real plan, everyone wins: the person transitions with purpose, and the organization can plan succession instead of scrambling.
Chris partners with HR teams, banks, manufacturers, healthcare systems, and benefits programs to deliver lunch-and-learns, workshop series, and one-on-one transition coaching for retiring staff โ more than 40 years of clinical experience, brought inside your organization.
60-minute sessions on the non-financial side of retirement, delivered on-site or virtually.
Multi-session programs for cohorts approaching retirement within 1โ5 years.
Sponsored one-on-one coaching as a retirement benefit for long-tenured staff.
Making the case internally? The one-page benefit overview →
People delay retiring when they can't picture what comes next โ and organizations can't plan succession around uncertainty. Giving employees a structured way to design their Next Chapter helps them leave on purpose, on a timeline everyone can see, with goodwill intact.
Programs are built around your workforce: healthcare, manufacturing, financial services, and public-sector teams each retire differently. Chris scopes each engagement with HR before anything is scheduled.
Organizational fees: after discussing the plan's scope, we will establish the costs for workshops, series, and individual consultations.
A list of current and previous organizations and references is available on request.
