Planning for Non-Financial Side of Retirement
What are t
he non-financial issues that you should be considering, whether you are 34, 44 or 64 and beyond?
"I have come to the conclusion that more retirements will fail for non-financial reasons than financial reasons." – Michael Stein, author, The Prosperous Retirement: Guide to The New Reality
Having money in the bank helps you sleep at night, but it doesn’t get you out of bed in the morning! Because we are living longer, we are learning that reframing retirement planning to include planning for the non-financial side of retirement is just as important as planning for the financial side.
Please join Sue Mintz, Certified Retirement Transition Coach for this interactive Zoom session where we will:
- Clarify what is meant by reframing retirement.
- Identify the benefits of, and risks for not reframing retirement planning.
- Become aware of non-financial benefits we lose after retiring, and how to replace them.
- Explore ways to create a new lifestyle "blueprint" moving from success to significance and live a rewarding and fulfilling future after retiring.
- Discuss the predictable phases of transitioning into retirement.
- Identify the different categories of retirees.
After completing the 50-minute session, Sue will open it up for questions and/or takeaways.
About the Speaker
During 
Sue Mintz’s career at a Fortune 500 company, she excelled in leadership development training and career coaching. Since retiring, she became the founder of Retirementhood™. She is not a financial adviser. She is a Certified Retirement Transition Coach, speaker, writer, and workshop facilitator, guiding soon to be, or recent retirees on planning for the non-financial side of retirement. Sue offers a structured process for planning a lifestyle that is purposeful, healthy, enjoyable, and fulfills long awaited goals.
She has received the Certified Professional Retirement Coach Designation and also the Retirement Coach Certification through Retirement Options. She is also an Authorized “Now What®” Coach/Facilitator.
Sue is an active member of the Retirement Coaches Association, and recipient of their 2024 RCA Retirement Catalyst Award. For more information about Sue, the services she offers, and her publications, visit www.retirementhood.com or contact her at suemintz@retirementhood.com.
This is a jointly hosted event by the Harvard Club of Dallas and the Harvard Business School Club of Dallas.
DETAILS:
Date: Thursday, December 4, 2025
Time: 12:00 - 1:30 pm CT
Location: Virtual event - login information will be provided before the event to registered attendees.
Cost: HCD Members: Free
Non-Members and Guests: $10.00
No refunds after noon November 27, 2025
Questions: velda@sacleadership.com