Corporate Workshops

Creating a plan for retirement helps employees stay focused at work! Designing a new identity, purpose, and an actionable plan is an important step in preparing a workforce approaching retirement age. The 3rd Act Corporate Retirement Planning Foundation Workshops is designed to guide participants in preparing for life after employment and address the necessary decisions for their transition to retirement.

Retirement planning beyond the financial focus enhances personal satisfaction. A 3rd Act Life Plan is the perfect complement to an employee’s financial plan. Our Retirement Planning Foundation Workshop provides the tools and resources to guide your retirement age employees in writing the script for their 3rd Act, and creating a life filled with active engagement, happiness, and purpose


The Foundation Workshop is a six-hour program designed to familiarize attendees with The 3rd Act concepts, address retirement issues, and introduce additional retirement strategy offerings.

Workshop Agenda:

  • Introduction
  • Understand the importance, value and opportunities in this stage of life
  • Identify the strengths, patterns and habits to leave behind, and those to carry forward in retirement
  • Address fears of retirement and aging, and begin to take control
  • Learn the components of creating a healthy, happy and fulfilling life in retirement
  • Clarify decisions and next steps to facilitate a successful transition from full time work to retirement
  • Form a community with others who are facing the same life questions
  • For Individuals/Couples
  • Develop A 3rd Act Action Plan
  • Visualize and write your script

Cancellation Policy

Cancellations will receive a full refund if received 10 calendar days before the workshop. Cancellation after the deadline will incur a 20% administrative fee, or we’ll apply your full payment to a future workshop.

What Our Clients Say

“I found the workshop to be a very safe place. It was inspiring, open, non-judgmental. The facilitators listened deeply, kept us on track in a very loving way so we could open up and develop our visions. We laughed, we cried, we were inspired.”