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Concurrent Session Onsite and Online

PFP2338. Authentic Intelligence: The AI for Navigating the Transition to Retirement

Prepare for a powerful exploration into one of life's most significant changes – retirement.

Picture the journey into retirement as a path with two lanes - one technical, the other human. Each is intricately woven with complexities and details, and each is as critical as the other. In this presentation, we'll delve into the realm of Authentic Intelligence - the artful fusion of the fact-driven technical side with the deeply personal human experience. We'll explore how they inform and shape each other and why this balance is not just important, but essential.

Learning Objectives:

  • Learn how to set and manage expectations pre-retirement, paving the way for a smooth transition.
  • Discover how to reset agreements and decision-making processes as retirement becomes a reality.
  • Uncover the Quadrant conversation structure that fortifies emotional decision-making during this period of intense change.
  • Equip yourself with a personal transition checklist for those inevitable life changes post-retirement.
CPE Credits
NASBA Field of Study
3-4 years in the Profession
Advanced Preparation
Session Tags