Support the Human Side of Retirement
A research-backed retirement transition workshop for experienced professionals.
For HR, L&D, and Corporate Wellbeing Teams
The Growing Challenge
Most employees are financially prepared for retirement but psychologically unprepared. Identity loss, lack of structure, and shrinking social networks create real risks for wellbeing, engagement, and organizational knowledge transfer.
- •Identity void when work-defined roles disappear
- •Loss of routine leading to reduced wellbeing
- •Sudden drop in social connection and purpose
- •Poor transitions impact employer brand and morale
Based on behavioral science and retirement transition research.
Where Do You Stand?
Take our free 3-minute pre-assessment to understand your readiness across identity, purpose, and social connectedness.
Take the Pre-AssessmentFree · 3 minutes · Personalized insights
A Structured Transition Workshop
The Shift delivers a research-backed retirement transition experience for organizations, built around the proprietary 3R™ Framework: Reframe, Rebuild, Reconnect.
Reframe
Identity clarity and mindset shift for the next chapter.
Rebuild
A personalized blueprint for purpose, routine, and wellbeing.
Reconnect
Activation of meaningful relationships and social roles.
Built for Organizations
Why HR and L&D Teams Choose The Shift
- ✓Supports employees through a key life transition
- ✓Strengthens employer brand with a dignified offboarding experience
- ✓Improves wellbeing, engagement, and post-retirement readiness
- ✓Protects knowledge transfer and team continuity
- ✓Research-backed, facilitator-led, and scalable
How the Workshop Works
1. Pre-Assessment
Establish baseline identity, purpose, and routine readiness.
2. Guided Sessions
Live facilitator-led workshops using the 3R™ Framework.
3. Individual Action Plan
Employees build a complete transition blueprint.
4. Optional Coaching
Deepen the plan with tailored support.
Why The Shift Works
- ✓Grounded in behavioral science and identity transition research
- ✓Simple, actionable, and emotionally safe for employees
- ✓Designed for mid- to late-career professionals
- ✓Dignified, practical, non-therapeutic approach
About The Shift
The Shift was created to close the gap between financial retirement planning and the human experience of transitioning out of a lifelong professional identity. Our mission is to help organizations support employee wellbeing, purpose, and connection during this critical life phase.
Meet the Team