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Retirement Planning Workshop for Couples

Do you have questions about retirement that you are hesitant to ask? Are you looking forward to retirement with your partner or your spouse? Or do you dread this eminent transition? Do you have questions you are afraid ask one another?

Take our couples’ retirement planning workshop, and we will guide you through a series of questions and exercises that will support you in confronting your fears and realizing your hopes for your “retirement years.” In a day-long, intimate setting, you and a limited number of other couples will explore your hopes and dreams, as well as the difficult and challenging choices that face you in retirement. Create a plan for your 3rd Act that supports each of you and your relationship.

We focus on the needs of each partner and the needs of you as a couple as you move into your retirement years. We schedule only two of these workshops annually. Sign up now and move forward into your renaissance years with a well thought-out, exciting plan for your future together.

Upcoming Workshops

No Retirement Planning Workshops for Couples are currently on the calendar. If you are interested in attending, please contact us at info@the3rdact.com.

Agenda

Couples’ Retirement Planning Workshop Objectives
  • Define a purpose that has meaning for your future, individually and as a couple entering retirement
  • Identify your significant priorities over the next few years
  • Connect your beliefs to your everyday life
  • Begin your plan

 “The 2nd Act is ending…but the play isn’t over”

  • Introduction
  • Highlights of Your 2nd acts: Foundation for your future

“Finding meaning” Together

  • Identifying Our Individual and Joint Needs as a Couple in Retirement
  • The Psychology of Satisfaction
  • Writing Your Script Together
  • Next Steps & Closure

Fee

Early Bird Rate $253; Regular Ticket $297

Facilitators

Please see Eventbrite Registration page for workshop facilitators. Biographies of all facilitators are on the About Us Tab.

Cancellation Policy

Full refund 10 working days before the workshop. Cancellation after the deadline, will incur an administrative fee of 20% or we can apply your full payment to a future workshop.


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