a workbook for creating your next chapter filled with joy, purpose, and wellbeing
Are you ready to imagine modern retirement as a vibrant, fulfilling new chapter? Take the RETIREMENT LIFE DESIGN Challenge workbook is your essential guide to crafting a retirement lifestyle that nurtures happiness, meaning, and holistic wellbeing. In this workbook Carol Bergeron, a certified retirement life coach, empowers you to proactively address top challenges retirees face such as striking the right balance of structured and impromptu activities, finding those truly rewarding activities that fuel lifelong learning while using your superpowers in impactful and rewarding ways, re-energizing healthy routines that promote longevity, establishing your new sense of self, revitalizing relationships and building anew, and better preparing yourself to adapt to changes in your next chapter.
Who Is It For?
Whether retirement is imminent, on the horizon, already begun, or you’re seeking a refresh, this workbook is designed for individuals and couples who want to take charge of their future and appreciate a guided approach to stimulate ideas, deep conversations, and collaborations. And that’s important since people are living longer than ever before and retirees are transforming the landscape of retirement in wonderful ways.
At this time, the workbook is exclusively available to participants in Bergeron Associates’ one-to-one and small group retirement coaching programs. This ensures that you receive personalize guidance and support as you work through each phase of your retirement life design journey.
What You Will Achieve by Using the Workbook?
Clarity and Excitement for Your Retirement: Through a series of guided reflection, brainstorming, and visualization exercises, you will develop a clear and inspiring vision for your retirement, one that excites you and aligns with your deepest values.
A Personalized Lifestyle Blueprint: You will design an initial retirement life design, using proven frameworks to navigate both emotional and practical considerations. This process ensures your retirement activities are tailored to your unique aspirations and needs.
Sustainable Healthy Habits: After discovering some longevity practices, you will commit to routines that support your physical, mental, and spiritual wellbeing for years to come.
Stronger Relationships and Social Connections: You will map your social network, identify opportunities for meaningful interactions, and create a plan to stay engaged and connected.
A Compelling Personal Vision, Sense of Self, and Bold Goals: Synthesizing your life story, core values, and passions, you will articulate a personal vision statement, your new sense of self, and set ambitious goals to guide your retirement journey.
Actionable Transition Plan: Since moving into retirement is not like flipping a switch, you will map activities to wind down and ramp up that get you closer to your next chapter while acknowledging and celebrating major life achievements.
Practical Tools for Ongoing Success: You will use visualization templates, wellbeing check-ins, and progress trackers to monitor your growth, adapt to changes, and stay on course as retirement unfolds.
Support and Guidance: As part of a coaching program, you will benefit from expert support, ensuring you have the resources and encouragement needed to thrive in your next chapter.
What outcomes can you expect?
Focused on the non-financial aspects of retirement, this workbook helps you create your initial:
- lifestyle design that you are genuinely excited to begin
- personal vision or “north star” to guide you through future transitions
- actionable transition plan to bridge pre- and post-retirement
The focus is on helping you achieve joy, purpose, and wellbeing in retirement, not just planning activities, but realizing meaningful, lasting outcomes.
Begin your journey today and design your unique, one-of-a-kind retirement you desire and deserve!
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