The Fragile Decade

The Fragile Decade workshop will provide you with the tools you need to turn your clients’ apprehension about retirement readiness into anticipation for what the future holds. You’ll learn about the four phases of life transition and how to walk your clients through their next chapter.

The fragile decade, the five years before and the five years after retirement, is a period of significant upheaval in the lives of your clients. It also marks a time when the number of financial professionals they work with often shrinks to one—make sure that it’s you.

What you’ll learn (for financial professionals)

Be the financial professional your clients stick with

The Fragile Decade financial professional workshop will prepare you to go beyond the financial aspect of retirement with your clients. There’s a significant psychological component to retirement, and a growing number of clients expect their financial professionals to help them generate positive emotions about the next phase of their lives. In other words, turning their apprehension into anticipation. Here’s what you can expect:

• Discover the emotional aspect of the four phases of retirement transitions.
• Understand the four core pillars of retirement happiness to focus on what matters most.
• Explore new ways to build and deepen your client relationships through empathy mapping.
• Get a year-by-year, countdown-to-retirement blueprint that aligns with the four life transitions and encompasses the four pillars of happiness.

What clients will learn (for consumers)

Turn apprehension into anticipation

The five years before and five years after retirement are a hugely transitional time for your clients and prospects. It’s no surprise that many feel fragile both financially and emotionally. Having a plan in place before this period can help your clients reduce anxiety and enter and live through retirement with greater confidence.

The Fragile Decade consumer workshop will help your clients add structure back into their lives and overcome many of the uncertainties that lie ahead. We’ll also provide them with a workbook to help them make their retirement vision a reality. It includes:

• A 10-year countdown to retirement checklist
• A “spring cleaning” checklist to help them reduce unnecessary spending

• An estate planning checklist

Related Resources

• The Fragile Decade Year by Year Countdown Checklist

• The Fragile Decade Consumer Brochure

Get started with a Fragile Decade workshop

To learn more about this workshop, start by filling out the form below. A Global Atlantic representative will email you the program materials and set up some time to discuss your needs. All programs are customizable and available online or in-person .