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Evergreen Retirement

A career is not merely a series of jobs ending in retirement It’s a lifelong process of learning, growing, and finding purpose.

We developed Evergreen as a tool to complete your talent management plan. Evergreen provides a personalized, practical, and proven retirement lifestyle plan, empowering late-career employees to realize the retirement they’ve been dreaming about.

Retirement Lifestyle Planning Is:

  • Vital to maintaining a more predictable level of turnover
  • Key to enabling knowledge transfer and developing new talent
  • Critical to protecting a company’s reputation by enabling employees to feel more prepared when the time comes to leave the organization.

The Four Pillars of Evergreen

1. Information Gathering  

 

Transition planning isn’t one-size-fits-all. First, an expert retirement coach will meet with the employee to understand specific goals and concerns, and then develop a customized plan of action.

 

2. The Assessment: The LifeOptions Profile

 

The LifeOptions Profile, which consists of a 99-question assessment, helps employees discover what they want out of their next steps.

3. Assessment Review 

 

Milestones and goals created so that the employee takes the steps needed to transition successfully.

 

4. Goal Setting and Next Steps

 

Once the review is complete, the coach will work with the employee to set goals and start the process. This step largely depends on what the individual wants to do. Do they want a new, full-time job in a different career? Do they want to volunteer, spend time with family, or take up a new hobby? The coach will help create milestones and design a pathway of success for the individual to follow to ensure they meet their goals.

Our Process, Simplified

Personalized

Individual one-on-one assessment coupled with planning and career coaching

Proven

The LifeOptions Profile, a 99-question assessment, provides insight into retirement preparedness

Promise

Milestones and goals created so that the employee takes the steps needed to transition successfully

Productive

Coaching + technology, accessible in a contemporary, e-learning environment

Community

Offers the social connectedness of like-minded late career employees for support and advice

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