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Making a Successful Transition into Retirement

Making a Successful Transition into Retirement. Services available from USC’s Center for Work & Family Life. About CWFL. USC benefit since 1980 Available to all benefits-eligible staff, faculty, nurses, physicians, and retirees Free, voluntary, confidential services

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Making a Successful Transition into Retirement

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  1. Making a Successful Transition into Retirement Services available from USC’s Center for Work & Family Life

  2. About CWFL • USC benefit since 1980 • Available to all benefits-eligible staff, faculty, nurses, physicians, and retirees • Free, voluntary, confidential services • Offices on HSC and UPC campuses • Our staff are mental health professionals who are experts in human behavior within work organizations

  3. About CWFL Our goals are to: • Provide solutions that allow employees to reach their highest levels of • productivity, • performance and • job satisfaction • And act as an on-campus support system until those solutions and outcomes are in place We accomplish those goals through: • Free counseling • Professional coaching • Workshops on interpersonal skills

  4. About CWFL We focus upon • Work-Life balance • Stress management • Wellness • Effective communication

  5. How we can help you make the transition into retirement • Help you identify your money management style • And reduce tension for couples who have differing styles • Help you adopt helpful, new habits • For better financial health and physical health • Help you strengthen your resilience and stress management skills • To navigate the bumpy parts of the journey • Serve as a support system through the transition

  6. Truisms About Transition • Money matters always have an emotional component • Essential skill: learn your money management style • Transitions take us out of our comfort zone • Essential skill: openness to experience • To adapt, we must discover what new learning is required to make the transition successfully • Essential skill: embracing curiosity and lifelong learning • Transitions have less to do with endings and more to do with beginnings • Essential skill: letting go of the unmanageable and becoming proactive

  7. Retirement Personality Profiles • PLANNER— 27% • SAVER— 23% (1 in 4) • STRUGGLER— 16% (1 in 6) • IMPULSIVE— 18% (1 in 5) • DENIER— 15% (1 in 6) • Source: Employee Benefit Research Institute

  8. Contacting CWFL 2 locations • UPC in the Figueroa building • HSC in the Soto-I building Phone • (213) 821-0800 Email • cwfl@usc.edu Web • www.usc.edu/worklife

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