Products & Services

Membership

Personality-tailored guidance for planning your retirement transition.

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Free Newsletter

Next Phase News features important items of interest to people planning – and living - their retirement transitions.

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TeleClasses

Live, informative discussions on important aspects of retirement planning. Enrollment is limited.

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In Person Seminars

Cover the process step-by-step with the very people who have spent years researching and counseling folks through retirement transitions.

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Personal Coaching

Nothing can assure a personalized outcome better than an expert assigned to help make sure that your planning process addresses your particular needs.

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PhaseFacts

Key facts everyone needs to know for planning a fulfilling retirement a series of brief emails. Free.

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Lecturettes

Free, downloadable audio files covering key factors that all successful retirements have in common.

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Corporate Programs

My Next Phase membership is available as a package benefit for companies and associations.

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Partners

My Next Phase membership may be offered through trusted third party distribution partners.

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