You have to invest more than just money.
During any big transition, it’s natural to worry about the future. When it’s time to retire, some people fear losing contact with their coworkers, which could result in isolation or loneliness. Other people worry about losing the purpose provided by employment, leaving them feeling aimless. Our full program on how to prepare for retirement helps you address such fears at their deepest level and work through them using material from our book Mindful Retirement.
Where most retirement workshops help you prepare your finances, our workshop helps to strengthen your resilience. Rather than talking about money and investments, we gather important insights from the arts, music, philosophy, and history to show you the dangerous risks faced by new retirees. Then we provide the most reliable, time-tested strategies for facing and overcoming those risks. Our program gets to the core of what really matters, helping you find a firm foundation where you can plant your feet and stand tall for years to come.
This program is adapted from Mindful Retirement, written by William Adler and Paul Cockeram. You can read a breakdown of our complete program, as well as the Introduction to the book, by clicking here. Reading that page will give you a feel for our style and a comprehensive overview of what we intend to accomplish. Exercises at the end of each chapter will help you put the ideas and insights into action, leaving you with a plan to follow and a path to move forward.
If you have questions about our program or would like to enroll in one of our four sessions, click the Contact link above or write directly to bal@billadlerlaw.com. We look forward to meeting you!
Our Complete Program on Preparing for Retirement
Four Sessions, each costing $200.00, plus a one-time purchase of our workbook for $25.00.
Our complete program consists of four workshop sessions. Each workshop lasts about three hours. We personalize these workshops to the individual needs of participants to help you prepare for retirement and thrive once retirement is underway. Click here to read a thorough breakdown of each session, or read a brief overview below.
The first session covers common problems faced by newly retiring people and how to overcome them. We provide an action plan to get you through the hardest stage of retirement, the first 120 days.
The second three-hour session focuses on ways to stay in touch with the people who matter most to you while planning for the future. We help you imagine your legacy.
The third and fourth sessions give you the tools you’ll need to find meaning and purpose in the last stages of life. Retirees who lose a strong sense of meaning and purpose are in danger of losing everything. We won’t let that happen to you.
Every workshop helps you expect the unexpected. Lectures, workbook activities, and group discussions help you face new challenges with wisdom and patience. Membership in each session includes personalized discussion and guidance, along with lunch delivered to the workshop. Everyone who completes all four workshop sessions will receive one hour of free, individualized counseling with Paul and Bill. In this session, we will follow up on your progress from the workshops and provide any additional guidance you desire.
We completed our first round of four workshops on October 31, 2025. We couldn’t be more pleased with the results.
In late 2025, we suspended operations due to a health concern. Happily, the health concern is nearly resolved! We are now planning the next round of workshops to start in fall 2026. To reserve your seat, you may click here and send us a message or click the button below.
Our Workbook is Now Available for Purchase
If you are curious about our workshops and would like to read the workbook before you commit to attending, you may order a copy of Mindful Retirement to be mailed directly to your home. The cost for delivery is $30 ($25 plus $5 shipping and handing).
To place your order, email Bill at bal@billadlerlaw.com and specify the number of copies you desire, along with your mailing address.
Individual Counseling
$250/hr
Like anything worth doing well, meaningful retirement requires practice. Our discrete, one-hour counseling sessions are perfect for retirees who need advice on how to handle a setback. If you’re familiar with our strategies and looking for advice on how to implement them in your life, we’ve got you covered. And we’re always happy to offer a few words of encouragement about what you’re getting right.
The standalone cost of our book Mindful Retirement is $25. This cost will be deducted from the cost of your first counseling appointment, and a copy of the book will be provided to counseling clients.
