The legacy years are about more than financial preparation; they mark a profound transition in how we live, who we are, and what matters most.

Many individuals are financially prepared, but far fewer feel prepared for what comes next. InSPIREment bridges that gap, helping people design a life of meaning, vitality, and alignment in their legacy years.

Through guided reflection, evidence-based coaching, and facilitated conversation, participants gain clarity, confidence, and a personal compass for what’s ahead.

Legacy isn’t what you leave behind—it’s how you live now.

Two 2‑hour sessions

Delivered virtually or in-person

Facilitated by 1 or 2 board‑certified coaches

Anne Gustin & Sarah Goodwin

Format includes:

Large‑group discussion

Small breakout conversations

Brief guided writing and reflection exercises

Get oriented. Build awareness. Assess readiness.

Participants will:

• Envision their legacy years

• Reflect on meaningful role models

• Understand the emotional stages of retirement

• Explore well-being as a foundation for thriving

• Assess readiness for what’s next

Clarify what matters. Align choices. Design a life that fits.

Participants will:

• Define purpose and evolving identity

• Align choices with what matters most

• Navigate uncertainty with confidence

• Strengthen resilience and a growth mindset

• Create a personalized InSPIREment plan