Leader's Guide, Retirement Planning PDF Download

Author: Katherine A. Grant
Publisher:
ISBN:
Category : Older people
Languages : en
Pages : 370

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Author: Robert S. Laura
Publisher:
ISBN: 9781951915100
Category : Religion
Languages : en
Pages : 32

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Leaders guide for small groups, churches, and professionals

Author: Mark Edward Gaffney
Publisher:
ISBN: 9781947480988
Category : Business & Economics
Languages : en
Pages : 108

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Book Description
In this modern economy, retirement planning can be a complex task. Every retirement plan needs to be unique. When you meet with a financial advisor, what are the right questions to ask? This book is designed to be food for thought. The information is for retirement education purposes only. Naturally views differ amongst professionals, and these eight authors do not necessarily agree with each other and do not necessarily endorse the views of the other authors in the book. If expert retirement assistance is required, the services of appropriate financial, accounting, and legal professionals should be sought.

Author: Kaycee Krysty
Publisher: John Wiley & Sons
ISBN: 1118330579
Category : Business & Economics
Languages : en
Pages : 132

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Book Description
Tailoring retirement for successful business leaders Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no “one size fits all” answer. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative – one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser, leaders of the highly regarded Seattle-based wealth management firm, Laird Norton Tyee, use a proprietary discipline, Wealth Regeneration®, to calculate the route to retirement and beyond for those at the top. The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEO’s and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been, “I’d rather not.” Yet change is inevitable. Wealth Regeneration at Retirement provides a thoughtful and thorough way for leaders to move onward. Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets and exercises, the book helps readers build a unique life plan that is about more than simply retirement. The book includes: A proprietary approach to retirement planning that changes seamlessly when times and circumstances change A four component methodology - Where You Are; What You Want; What to Do; and Make it Happen – to ensure continuous feedback, accountability, and measurement of lifetime goals Retirement planning expertise from wealth management firm Laird Norton Tyee Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.

Author: Jeffrey Jans
Publisher: Createspace Independent Publishing Platform
ISBN: 9781545236123
Category :
Languages : en
Pages : 114

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Book Description
This Leader's Guide is used to help faciliate the activities in the Boomerangs Circle Back to Your Dreams Self-Coaching Workbook. Circle Back to Your Dreams is a coaching process designed by Jeffrey Jans and Mickie Schroeder which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. When a small group of no more than 10-12 meet to help each other with the process, it is best to have a designated facilitator or 2. The goal for each member of your group is to find a direction or intention for their retirement and create multiple options for how to fulfill that intention. Even though everyone has the same goal, the needs, motivators, attitudes, strengths, fears, degree of openness or rigidity, vocabulary, resilience, etc., will be different. The magic a facilitator performs is to turn all those individual differences into assets that contribute to each group member's retirement plans. The Workbook includes 22 activities which individuals complete alone prior to each meeting. During the meetings facilitated discussions and other activities provide opportunities for the group to coach each other. The full wisdom of the group manifests in each member's retirement choices. The Leader's Guide has full descriptions for how to get the most out of each of these discussions and activities. When you stand up in front of a group of people no matter what the topic or type of presentation, it can be nerve wracking. Even though you believe bringing a group of people together to create a retirement plan is a great idea on multiple levels, the thought of taking on the role of facilitator could be enough to persuade you it isn't. The leader guide is meant to assuage those fears by providing you with a detailed "map" of your group's travels through Circle Back to Your Dreams. Here's something the leader guide provides to help you right away. As a facilitator, you are not the expert. The people who you stand in front of are the experts but they don't know it. Your job is to elicit the expertise that is, collectively, theirs. The leader's guide provides you with the "tools" for how to do this. Your role as facilitator is like a conductor of an orchestra. The musicians in an orchestra contribute to an overall sound they could not make alone. The conductor does not know how to play all those instruments. He or she has a score (like a Leader Guide) that provides all the various parts to the music. It is the conductors job to make it all coalesce. As a facilitator, you are the conductor of the Leader's Guide which enables your group members to make beautiful retirements together. One element that makes coaching so powerful is the accountability it provides the coachee. Knowing that others are counting on your contributions for their retirement success creates an obligation. When a facilitator communicates this to their group, the whole forum becomes a partnership. It transcends being a workshop. It's a beautiful thing to behold. The Leader's Guide uses theory and techniques from the book, Effective Group Coaching by Jennifer Britton. Jennifer writes, "Group coaching is often as important as the interaction with a coach. Many clients find the process "less on the spot," giving them more time to reflect and integrate their insights." A preview portion of the guide is available for you to read on our website at www.BOOMERangsRetirementtCoach.com. A free 30-minute consultation about the Leader's Guide is available by appointment upon purchase of the book.

Author: James L. Flanagan
Publisher: Gatekeeper Press
ISBN: 1642373222
Category : Business & Economics
Languages : en
Pages : 210

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Book Description
Packing for Retirement is a must-read for anyone who is planning on retiring or who has recently retired. This easy-to-read book is complete with information that everyone needs to know about retirement planning, what this life transition means now and what it is likely to mean in the future . Packing for Retirement provides you with a roadmap to planning a successful and happy retirement. Longevity is changing the way we live the later part of life and as a result, we need the financial tools and resources to live our best lives. The author identifies the 10 most critical questions any retiree must answer, and helps the reader to understand the biggest risk in retirement - health, then demonstrates the ways in which a person can protect what they have worked for with insurance strategies and sound estate planning advice. This book includes self-assessments, check lists, sample form templates and most importantly, an action plan for every person planning to retire or navigating retirement. If you are between the ages of 50-70 and want to know about the inner workings of health care, taxes, IRAs, income planning and long-term care you must read this book. WARNING! The contents of this book have the possibility to change your life. Implement a few of these strategies and enjoy your ability to earn more, worry less while capitalizing on your longevity bonus.

Author: Ida Abbott
Publisher: Simon and Schuster
ISBN: 1646040589
Category : Business & Economics
Languages : en
Pages : 264

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Book Description
Find out how harnessing the powerful business principles of design thinking can make retirement your best chapter in life. There is no one right time or way to retire. Retirement is a major life transition; but if you spend the time designing a future filled with promise and possibilities, the prospect can be utterly exciting and revitalizing. In Retirement by Design, professional mentor and coach Ida Abbott shows you how the innovative business principles behind design thinking can be applied to plan a rich, fulfilling, and more meaningful retirement. Her guided workbook uses a business-like approach to leaving business, making your switch much smoother and less jolting. Whether you’re considering a new place to settle down, working through financial planning, strategizing how to unwind a business, or deciding on which organizations you want to stay engaged with, making critical decisions takes a lot of organization, thought, and planning. Abbott shows how the five principles of design thinking will revolutionize your retirement-planning process: Empathy: Get inside the shoes of your future self. What will be important to that version of you? Define: Hone in on what is and will be most critical for you to focus on (whether it’s volunteering, family, activities, or skills). Ideate: Draw, scribble, brainstorm, and throw around as many different retirement scenarios as you can come up with. Prototype: If retiring across the country in Arizona sounds perfect—try it out first. Come up with opportunities to test out your scenarios with short trips and trial time off. Test: This is the fun part—get back to the drawing board and try more retirement scenarios (and future versions of yourself) before sitting down to make those life-changing decisions. The new and innovative, self-coaching approach of Retirement by Design helps you spearhead and navigate a major next step in life. Whether your retirement is 10 years away or swiftly approaching, this workbook ensures you will create a future that is perfectly tailored to you.

Author: Comp Financial Industry Thought Leaders
Publisher:
ISBN: 9781945446979
Category :
Languages : en
Pages : 148

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A Compilation of Financial Industry Thought Leaders: Donald Albach, President, Millstone Financial Group Jamie Baraldi, Founder and CEO, Peak Wealth Partners John Davenport, President, Davenport & Associates Grant Dorhout, Founder and President, Dorhout Retirement Services Rick Durkee, President, Founder, and CIA, Coastal Financial Planning Group Billy Evans, Founder and CEO, Evans Financial Services Bryan Foster, CEO, BFFinancial Carol Carroll, Senior Vice President, BFFinancial Ben Fuchs, Founder, Fuchs Financial Victor Gray, Founder, Victor Gray Financial Services Michael Russo, Chief Financial Officer, Millstone Financial Group Paul Taylor, Founder, Capital Advisory Group "Get excited about financial planning for your future with 'Modern Retirement Strategies'." - Bob Proctor, Author of the International Best Seller, "You Were Born Rich", World-Renowned Speaker, and Featured Expert in "The Secret" "This book is your guide to creating a simple, reliable financial plan for you and your loved ones." - Dr. Zayd Abdul-Karim, Author of the No. 1 Amazon Bestseller, "Engage!: To Create Super Performance and Profitability", Speaker, and Mentor "It's your life and your money, so plan ahead with 'Modern Retirement Strategies'." - Dan Fowler, Sales Executive, Small-to-Medium Business Sales Consultant, Executive Coach, and Author of Strategic Growth in Inside Sales

Author: Wade Donald Pfau
Publisher:
ISBN: 9781945640117
Category : Finance, Personal
Languages : en
Pages : 462

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The Retirement Planning Guidebook navigates you through the important decisions to prepare for your best retirement. You with the detailed knowledge and understanding to make smart decisions:

Author: Kaycee W. Krysty
Publisher:
ISBN: 9781299448957
Category : Baby boom generation
Languages : en
Pages :

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Book Description
"Tailoring a retirement planning strategy for baby boomers' needsTraditional retirement planning approaches fail to meet the needs of affluent baby boomers, particularly those who have been business leaders. There is no "one size fits all" answer for planning for retirement, but few financial advisors accept this reality. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative--wealth management firm Laird Norton Tyee's proprietary discipline, ReGenU--that acts more like a GPS, recalculating the route to retirement--and beyond--for those at the top. Describing ReGenU in a digestible, actionable format, the book provides the framework, tools, and techniques successful baby boomers and their advisors need in order to incorporate this novel approach to planning for a lifetime of leadership and legacy. Packed with learning aids, including graphics/diagrams, worksheets, and exercises, the book is designed to help readers to build their own unique plan that is about more than simply retirement. Presents a proprietary approach to retirement planning that changes seamlessly when times and circumstances change Employs a four component assessment--Where You Are; What You Want; What to Do; and Make It Happen--to ensure continuous feedback, accountability, and measurement of lifetime goals Brings wealth management firm Laird Norton Tyee's retirement planning expertise to readers everywhere Lavishly illustrated and filled with practical advice for wealthy baby boomers and the financial advisors and planners they rely on, Wealth Regeneration at Retirement explains exactly how to build a personalized and sustainable plan for retirement plan no matter where life may lead"--