New Systems to Guide Clients Through Change

Advisors, Coaches – Learn New Systems:

Business Succession

Late-Career Life Transition

  • Add Value to Your Clients
  • Expand Your Services with new “soft skills”
  • Enter New Markets


We provide Baby Boomers with a framework to develop a meaningful “next chapter”, a new sense of purpose in their lives.

  • People with a sense of Purpose live longer and healthier lives
  • Many people gain a sense of purpose from their careers.  If a person leaves their career, they may also lose their purpose.
  • Successful Transition Planning Institute (STPI) has a proven methodology to identify potential opportunities, options and solutions to ensure a smooth transition to a dynamic life filled with purpose and significance


We train advisors, coaches and consultants to help guide their clients through this major life transition into The Platinum Years®To learn more about being trained to deliver our tools and programs, FILL IN THE FORM TO THE RIGHT.


Download free guide to STPI’s Transition professional training programs>>

Download Free Guide