Couples

Couple’s Workshops

Are you looking forward to retirement with your partner – or dreading this transition? Do you have questions you’re afraid ask one another? Designed to help couples “get on the same page” regarding their retirement, The 3rd Act’s Couple’s Workshops are six-hour sessions that address the unique retirement issues for those who lack a plan for their collective 3rd acts.

COUPLE’S RETIREMENT PLANNING WORKSHOP

We’ll focus on the needs of each partner, as well as the collective couple, in this day-long workshop, guiding you through a series of questions and exercises that support you in confronting your fears and realizing your hopes in your retirement years.

Workshop Agenda:

  • Introduction
  • Build the foundation for your future; highlights of your 2nd acts
  • Define a purposeful meaning for your future
  • Identify Individual and collective needs as a retiring couple
  • Identify the significant priorities for the near future
  • Connect your beliefs to your life
  • Implement your plan
  • The psychology of satisfaction
  • Writing your script
  • Next steps & closure

Cancellation Policy

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

What Our Clients Say

“We thought the couple’s retirement planning workshop was a very useful day, and we frequently refer back to the discussions we had there. We particularly enjoyed constructing a ‘sculpture’ representing our future plans. A photo of that sculpture hangs on our bedroom wall, where it’s a constant, optimistic reminder of what’s ahead.”

– Breck H. and Anne E.

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