Retiring Well – Creating a Personal Action Plan

  • Wednesday, March 18, 2026
  • 10:30 AM - 12:00 PM


Retiring, as a major life transition, can be both thrilling and challenging in unexpected ways. Beyond financial security and physical health, people need preparation for the psychological, social-relational, and life restructuring upheavals they will face. The secrets of facing them successfully lie in the 215 interviews conducted and analyzed by Teresa and her expert research team over the course of a decade. The 120 corporate professionals interviewed, including the 14 followed for years throughout their retirement transitions, reveal what it takes to have a retirement that benefits both the person and the organization from which they retire. In speeches, workshops, and interactive discussions, Teresa engages audiences in key takeaways:

  • What organizations get right about retirement – and what they get wrong
  • The four tasks of the retiring process, the work they require, and how to do the work
  • Vivid case studies of people who experienced smooth, quick transitions into satisfying retirement lives – and people who had long, difficult journeys
  • How to use “The Four A’s” – alignment, awareness, agency, and adaptability – to meet the challenges and reap the rewards of this and other life transitions

Click here to register for this webinar