| 1.
|
List the areas necessary for the development of a successful
retirement plan and transition. (I-VI)
|
| 2.
|
Locate information and develop networking, mentoring and professional
contacts for retirement. (I-VI)
|
| 3.
|
Identify a desired personal lifestyle and alternative ways of using
leisure time in retirement. (II, III, IV, V)
|
| 4.
|
Evaluate and identify preferred housing, climate and geographical
location. (III)
|
| 5.
|
Evaluate health status and identify appropriate health insurance and
health maintenance activities. (IV)
|
| 6.
|
Identify legal issues that impact adults in retirement. (IV)
|
| 7.
|
Clarify and prioritize personal values, strengths, and civic
interests. (V)
|
| 8.
|
Identify present skills and educational needs to enhance retirement
employment, volunteer or leisure activities. (II, V)
|
| 9.
|
Identify attitude toward retirement, changes in roles and changes in
relationships. (I, II, V)
|
| 10.
|
Develop a proposed financial plan and budget for retirement. (VI)
|
| 11.
|
Analyze information and implement goal setting/decision making in
developing a retirement plan. (VI)
|
| 12.
|
Develop self-esteem and self-confidence to enter a new role and stage
of life. (I-VI)
|
|