How do you retain critical talent and institutional knowledge—while still making room to grow the next generation?
The Workforce is Shifting. Your Strategy Should, too.
You’re juggling retention, knowledge transfer, upskilling, and succession—all during a historic labor shortage impacted by an accelerating wave of retirements. What if there were a way to ease that pressure without compromising your top talent or future plans? In this short video, discover:
Smarter transitions for your most experienced employees
How to build pathways for new talent without losing legacy knowledge
What leading HR teams are doing right now to stay ahead
Watch now to see how we help HR leaders like you take control of workforce transitions—before they become crises.
Ready to turn your workforce transitions into a strategic advantage?
Schedule a 20-minute Discovery Call and get tailored insights for your workforce strategy.
What People Are Saying...

Supporting Pre-Retirees Offers Significant Advantages
Maximize Knowledge Retention: Capture decades of invaluable expertise before it walks out the door by enabling seamless knowledge transfer and mentoring.
Avoid the High Costs of Unplanned Turnover: Proactively manage retirements to prevent costly disruptions, lost productivity, and leadership gaps.
Future-Proof Your Talent Pipeline: Open up new opportunities for succession planning and leadership development by preparing for boomer retirements.
Create a Truly Inclusive Workplace: Support employees at every career stage, fostering a culture that values diverse contributions and experiences.
Turn Retirees into Powerful Brand Ambassadors: Leverage the loyalty and goodwill of former employees to enhance your organization’s reputation.
Build a Ready-to-Deploy Talent Reserve: Tap into a network of skilled retiree contractors who can fill critical roles and share their expertise when needed.
Award-Winning Recognition for Pioneering Retirement Planning Solutions
speaker
Prominent presence at the Society of Human Resources Management (SHRM), New England Human Resources Association (NEHRA), and New England Benefits Council (NEEBC).
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Winner of the New England Employee Benefits Association Trailblazer Award.
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Featured article in Fortune Magazine and contributing authors at esteemed Retirement Awaits.
appearances
Sharing expertise on leading retirement-focused podcasts.
Our Solutions
Webinar
This interactive 60 or 90-minute webinar helps employees to start planning for life in retirement. We cover everything from rebalancing life after work to mindset to how to create a purpose-driven life.
1:1 Coaching
A personalized coaching program featuring expert guidance and a personalized plan.
The program is supported by a robust learning platform and three individual coaching sessions.
Facilitated Workshop
This collaborative workshop for 12-15 employees guides participants in shaping their retirement vision through interactive exercises, peer discussions, and expert feedback, all focused on creating actionable steps for their future.
How I Help
As a corporate coach and business consultant, I partner with professionals at all stages of their careers as they transition, grow, and evolve. We'll work from the inside out, helping to develop your true confidence and establish an unshakable belief in the power of yourself.
