BOLDLY LIVE
YOUR ACT 3
For those in their 50s and 60s who want to build a solid plan for health and purpose in retirement.
Fill ALL the Gaps
Build your rock-solid Wellness Portfolio by addressing gaps that can derail life-in-retirement plans.
And it all starts with the Life Purpose Scan and your personal Guided Discovery Session.
"The Life Purpose Scan powerfully enables one to get ahead ... As ...one who led teams of ...our nation’s Special Operations ...Learn More"
- S, Life Purpose Scan client
Financial Planner
Army Green Beret Colonel (Ret)
Wellness in these Uncertain Times! (Our gift to you)
Tips to manage your
- Stress
- Sleep
- Overall Well-Being
Get your copy NOW.
YOUR IMPACTFUL OPTIONS FOR 2025
How do you want to build your Wellness Portfolio?
- One option is for those who are early in their planning and want to build their unique Wellness Portfolio in as little as 2-5 minutes per day over 36 modules.
- Another is for those who want an entire section at a time.
- If you want a more personalized, curated, expert-guided approach with little homework and a guide (over Zoom) for each step, this is for you.
- And if you want a private retreat for 4 days when we bring the experts to you, this is a special option for you! We will build this retreat with you so it's all about you.
Retirement Life Transition video
Why is this such a big deal? Haven't people been retiring since the start of time? What if I never plan to stop working? Does this still apply? This video will address these questions and give you a sneak peek of the video types within Propel.
Stories from Lack of Planning
A key element of Propel is to help you learn from best practices and common mistakes. In this video you will hear stories to help you visualize what lack of planning could mean for yourself and your life.
Stories of the Benefits of Planning
Enough of the negative outcomes. Let's explore some outcomes when people have planned for that healthy, fulfilling future.
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Same Content in Each Option
New information in each module including videos and workbooks and expert guidance
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Tools
Specific tools from various experts you can implement right away
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Content in a Module
Total content about 1.5 hours in 2-5 minute segments to explore at your own pace
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Wellness
Wellness from every angle, far beyond physical
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Steps to a Full Wellness Portfolio
Each month contributes to your strategic plan for health for a long functional future
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Webinars
Quarterly live webinars to learn and ask your questions
"The statistics about how many people pass away or experience a rapid decline after retirement caught my attention. Then, as I was sharing Propel with a friend, he passed away just one month after retiring—that truly struck a chord with me. I've been a dedicated client ever since."
– M., Client
CEO, Publishing Company
The FACTS
With 66% of people over 50 experiencing dramatic health decline, divorce, and a loss of purpose – a financial retirement plan is not enough. If you want to fully embrace what you’ve spent years working towards, health has to come first.
You’re meant for more.
Don’t be a statistic. You deserve to feel energized, live new adventures, and know that your health will fully support your new lifestyle.
Why I chose to explore my future purpose with Propel and now will share with my clients.
– R., Client
M&A Business Specialist
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