Retirement Transition

Retirement Transition Programs

Retirement transition is one of the most highly anticipated but under planned transitions in our lives. A Certified Retirement Coach at Career Vitality Services in Calgary can guide you through this additional life stage. Most individuals have planned for the financial side of retirement but have yet to examine aspects of lifestyle, change and transition this phase of life may bring. The goal is to provide individuals with the most accurate, personalized and comprehensive retirement transition planning information possible and help you identify and explore the factors and necessary to towards developing your own personal retirement transition plan.

Retirement Coaching

A Personalized approach to retirement coaching with our Certified Retirement Coach who will interpret your Retirement Success Profile Assessment results and through a combination of Life-Transition Exercises, Personal Insight Activities,Powerful Questions and coaching help you define and take the steps required to define a retirement transition plan that works for your unique lifestyle needs.


” Brian’s retirement coaching was excellent! He provided me with strategies that help me feel very confident that the next chapter in my life will be successful.

-Martin C.-



Retirement Success Profile Assessment

The Retirement Success Profile™ identifies personal strengths and areas of focus across 15 retirement success factors that closely affect retirement transition and planning. Across each of these factors, the Retirement Success Profile™ measures Expectation, Present Behaviour and Variance.

The 15 Retirement Success Factors are;

  • Career Reorientation
  • Attitude Towards Retirement
  • Personal Empowerment
  • Health and Wellness
  • Financial Preparedness
  • Present Life Satisfaction
  • Projected Life Satisfaction
  • Life Meaning
  • Enjoyment of Leisure
  • Personal Adaptability
  • Spiritual Development
  • Care Giving Responsibilities
  • Relationships
  • Sense of Personal Identity and Authenticity
  • Replacement of Workplace

The Expectation Score provides a measure of one’s overall attitude toward retirement and how prepared the individual expects to be for their retirement transition as compared to others who have taken the assessment.

The Present Behaviour Score reveals how prepared an individual is right now for their retirement transition as compared to others who have taken the assessment.

The Variance Score provides a measure of the difference between one’s expectations and their current preparation for retirement across each of the 15 success factors. These scores pinpoint which areas require the most focus in planning for a fulfilling retirement.

Upon completion of the Retirement Success Profile™, individuals receive a comprehensive report outlining their assessment results. The report provides very personal data unique to the individual, and measures where clients are in their retirement transition preparation. This level of personal insight cannot be obtained anywhere else.


“Completing the Retirement Success Profile provided me with information about where I was at in regards to my preparation for retirement and provided a perfect lead in to the one to one coaching provided by Brian”

– F. Wilton-


Retirement Transition Workshops:Individuals and Couples

The one-day Creating Your Retirement Workshop retirement workshop facilitated by a Certified Retirement Coach and designed for both individuals and couples contemplating retirement who are looking to create a stronger self- awareness of the factors required to create their own unique retirement transition plan for living the retirement lifestyle of their dreams.


Customized Pre-Retirement Transition Workshops for Employers and Employees

Career Vitality Services offers customized one and two-day Pre-Retirement Transition Workshops for Employers and Employees out of recognition that the issues employees face upon retirement are much more complex than finances alone.

Retirement transition can be a time of uncertainty and mixed emotions and Employers who provide added value supports to employees such as Retirement Planning Workshops demonstrate their interest in the future of their mature workers and employees view this kind of training opportunity as a valuable benefit of employment.

Career Vitality Services workshops are facilitated by Certified Retirement Coaches and are designed for both individuals and couples who are contemplating retirement. The workshops cover the six key areas of retirement life including; Career and Work, Health and Wellness, Finances, Family and Relationships, Leisure and Social and Personal Self- Development and provide participants with an excellent opportunity to create an awareness of the factors of a successful retirement and share their ideas and expectations for retirement in the creation of their own unique retirement plan for living the retirement lifestyle of their dreams.

Topics covered during the workshop include;

  • Attitudes Towards Retirement
  • Career and Work Alternatives
  • Health and Wellness
  • Financial Knowledge, Confidence and Planning
  • Lifestyle Planning and Leisure Activities
  • Relationships in Retirement
  • Personal Self-Development


The Life Options Profile Retirement Assessment

The Life Options Profile™ assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development.

This assessment tool is perfect for use in corporate and group workshop settings, and equally appropriate for individual coaching. The Life Options Profile™ reveals powerful insights about retirement lifestyle issues that are easily presented and discussed in group or classroom settings. When used in a group setting, individuals often choose to continue working one-on-one with the coach.

Upon completion of the assessment, individuals receive a personalized report that indicates areas of preparedness and identifies gaps providing a functional blueprint for retirement planning and transition.

The Life Options Profile™ assigns a red, yellow, or green designation across all but four of the dimensions, which are ranked preferences to indicate one’s level of retirement readiness as compared to others who have taken the assessment. The Life Options Profile™ provides individuals with a personal, practical and relevant self-portrait of one’s lifestyle needs and provides insights on transitioning from their current lifestyle to their new retirement lifestyle.

Participant Quote:

“Brian is a dynamic workshop facilitator, the course content was excellent!” -S. Chalmers


Call Career Vitality Services at (403)978-9134 today for more details about our free initial retirement coaching consultation or to enquire about the retirement transition workshops we offer.

“Retirement is not an ending, it’s a new beginning,the start of a new life journey of vastly expanded proportion”

-Dr. Richard P. Johnson