Retirement Planner

Retirement isn’t just about finances. It’s about replacing roles, routines, and purpose that work once provided. This guided workbook walks you through a comprehensive planning process rooted in occupational therapy principles, helping you evaluate your current daily occupations and intentionally design what comes next. Sections cover everything from cognitive health and physical activity to housing decisions, social participation, volunteer work, travel planning, and legal/financial documentation. Whether you’re five years out or five months out, this workbook helps you retire into something, not just from something.

(10 pages, fillable PDF, © Aging Together)