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Redefining What it Means to Retire

The Platinum YearsSM offers invaluable education about personal transition planning to Baby Boomers at a crucial life stage.

Personal transition planning is essential for a successful future, yet many Baby Boomers including highly educated business owners, executives, and professionals often fail to plan effectively, due to limited thinking and uncharted territory. With the growing wave of baby boomers getting ready to leave their careers or companies, but not wanting to retire in the traditional sense, Successful Transition Planning Institute is redefining what it means to retire.


Our Approach

The Platinum YearsSM programs were developed by the Successful Transition Planning Institute (STPI). They take a cognitive approach to the challenge of planning and determining what clients should do with the next third of their lives, specifically targeting the often overlooked “logic” and “heart” issues that can show up as “hurdles” during the transition from a career of business. Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use transition planning strategies to help clients successfully answer the “what next?” question.

Our Experience

With over 20 years of experience in helping business owners, executives and professionals, Successful Transition Planning Institute’s proprietary programs are based on over 25 years of research and development.

We help clients:

Achieve clarity

Explore new opportunities

Find new meaning

Discover a new sense of purpose

Jack Beauregard – Author, Founder & CEO

Jack is a nationally recognized expert in transition planning. His strategic planning steps and decision-making techniques have been helping baby boomers successfully address the identity crisis of leaving full-time work, showing them how to transform traditional retirement into The Platinum Years, sm the best 10-20-30 years of their life after leaving their companies by filling their lives with new meaning and purpose. Jack’s seven proprietary principles show baby boomers how to create lives of significance. In 1983, Jack founded Designer Orthopedics, the first cost-containment company in the U.S., which he built into a multi-million dollar business. Jack then decided to transition out of that company and in 1988 founded InnerVisions Associates, which focused on integrating the human and cultural issues in mergers-and-acquisitions. Associates of InnerVisions were involved in the integration of 140 mergers. As part of this process Jack helped owners who had sold their businesses and executives of merged companies determine what they wanted to do after leaving their companies. Realizing that the “what next?” question would be a growing problem for baby boomers in the coming years, Jack then founded the Successful Transition Planning Institute to help baby boomer business owners and executives deal successfully with this challenge. Jack has presented his unique approach on many radio and television programs, including National Public Radio and the Voice of America worldwide business program. He is also a popular keynote speaker at conferences, seminars and workshops. In 2011 he authored Finding Your New Owner: For Your Business, for Your Life, an award-winning book that describes his unique approach to transition planning for baby boomer business owners. Jack speaks periodically at Salem State University (MA) on how baby boomers can make successful transitions from their full-time positions. He is an alumnus of Harvard University and holds a bachelor’s degree in Political Science from Duquesne University in Pittsburgh, PA.