Self-Directed Learning

Learn at your own pace with our self-directed learning programs. Complete with effective, easy-to-follow tools.

This series of proven, proprietary programs are designed to help 50+ Baby Boomers like you successfully answer two key questions:

  1. Who am I?
  2. What do I really want to do now and in this next chapter of my life?

Our self-directed online programs offer a leading-edge approach to personal development. They help you recognize and fix the problem issues that have been holding you back from actualizing your fullest potential.

The programs offer highly effective, integrated assessment, conceptual and operational learning with benefits including:

  • Flexible and convenient format that puts you in control of your progress, your schedule, and your personal preferences.
  • Conflict-free advice, independent of financial retirement planning.
  • Additional help through our Advisor Network to help you move forward.

With a goal to help people over 50 prepare for a new stage of life, these comprehensive programs focus on 5 key areas:

  1. Emotional Preparation:  addressing our feelings and fears
  2. Psychological Preparation:  addressing our behaviors, unconscious issues and motivations
  3. Intellectual Preparation:  addressing our mindsets and the way we think about ourselves
  4. Spiritual Preparation:  addressing our identities, where we derive meaning and experience significance
  5. Lifestyle Preparation:  determining our activities that provide purpose

What’s Next? Self-Assessment

A popular, innovative questionnaire and instant report that helps you address the emotional issues and concerns about the future of your business and your life.

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Exploring Your Life, Shaping Your Future

A program to help late career professionals start exploring new ideas and addressing concerns about their next stage of life.

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The Significance Program

We can help you get clear on the question of “Who am I?” with eight weekly installments of targeted exercises to help you connect your life to something bigger and better so you can transition into a life filled with new meaning and significance.

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The Purpose Program

This multi-part program gives you the tools to help create a personal plan for a dynamic and purposeful new life, avoiding negative experiences including Retirement Remorse, Retirement Rut and Post-Transition Stress Disorder.

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