A Personalized Life-Change and Planning Program for Employees
Retirement planning is daunting for everyone so it’s not surprising that many companies and individuals oversimplify it or ignore it completely.
Keystone Partners is now offering the New Horizons retirement planning program. This comprehensive curriculum identifies an individual’s preparedness for every facet of retirement. Keystone Partners strives to make the transition as successful as possible for both the company and the retiree.
The Map to Retirement
Preparing your sitting executives for retirement is not just something you do for them as an added benefit; it’s something you do for your company to ensure the smoothest transition possible.
The New Horizons program has been defined around core materials designed to empower individuals to make the best decisions possible for their retirement. The curriculum begins with a comprehensive assessment that covers 20 separate lifestyle and attitudinal factors. The assessment provides a clear, well‐ordered and scaled overview of how each participant compares to others in similar life circumstances with respect to their personal growth toward retirement.
In‐depth program materials then guide participants through these key areas of focus:
• Career and work
• Health and wellness
• Finances and insurance
• Family and relationships
• Leisure and social
• Personal development
• Legal and legacy
Keystone Partners consultants complement the in‐depth exploration experience with powerful questions that help participants move forward. If you have executives on your team who are beginning to think about retirement, we would like to help make it the most successful transition possible for your organization and your leadership team members.
Contact us at newhorizons@keystonepartners.com or (888) 307-4972 for more information.
To learn more about how LifeKey can benefit your organization and your employees, please  Contact Us.
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