Retirement is more than a financial milestone. It is a life transition that affects your routine, identity, relationships, and sense of purpose. Before building a retirement plan, it helps to step back and take an honest look at where you are today and where you want to go.
This course is designed to help learners shift from “working mode” to “retirement planning mode.” It introduces the emotional side of retirement, explores what retirement may look like personally, and helps learners establish a practical financial baseline. By the end of the module, participants should feel more grounded in their current reality and more motivated to prepare for what comes next.
Learning Objective
Help members honestly assess where they stand today and begin the shift from thinking about retirement someday to planning for it with purpose and clarity.
Learning Outcomes
By the end of this module, learners will be able to:
- describe retirement as both a financial and lifestyle transition
- identify common emotional stages of retirement
- reflect on how work, identity, and purpose are connected
- define a personal vision for retirement
- evaluate their current financial starting point
- estimate how much income they may need in retirement, and
- recognize how credit union tools and support can help them prepare.
