Individuals Workshops

This mixed group is for anyone entering the retirement stage of their lives, who do not come with a partner or spouse. The Individuals’ Retirement Planning Workshop encourages sharing insights between women and men going through similar life transitions as they plan and entire the retirement phase of life.


We’ll focus on the needs of individuals in this day-long retirement planning workshop, guiding you through a series of questions and exercises that support you in realizing your hopes and confronting your fears for your retirement years.

Workshop Agenda:

  • Introduction
  • Exploring the highlights of your 2nd act
  • Define a purposeful meaning for your life after retirement
  • Discuss attitudes towards aging and retirement
  • Explore the path of transition from work life to retirement
  • Identify the significant priorities for the near future
  • Connect your beliefs to your life
  • Determine what to keep and what to leave behind
  • Implement your plan
  • Visualizing and 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

“…Patricia has been instrumental in helping me fulfill my ongoing desire to live out loud, live a more authentic life. I thank her often in my mind and heart for her approach and guidance during this work.”

— Miriam S.