1. LEARN HOW TO HELP YOUR CLIENTS LEAVE THEIR BUSINESS, SUCCESSFULLY Personal Transition Planning

3. Effective ways to handle objections

4. Way to deal with disagreements

5. Words that resonate

7. The Key Transitions in Life Prior Generations’ Journey Career Golden Years Youth Baby Boomer’s Journey Career The Platinum Years™ Youth

8. The Three Phases ofPersonal Transitions Initial Primary Extended

9. Initial Transition Phase Exit Remorse Honeymoon Without planning Excitement “Retirement Rut” 1 2 3 4 5 6 7 8 + months

10. Primary Transition Phase Exit Remorse Honeymoon Without planning Excitement Living The Strategic Plan for Your Life “Retirement Rut” 1 2 3 4 5 6 7 8 + months

11. Extended Transition Phase Exit Remorse Honeymoon Self-actualization & Transcendence Without planning Implementation “Retirement Rut” Excitement Boredom PTSD Depression 1 2 3 4 5 6 7 8 + months

12. Is this you, or your Client? Looking at an exit strategy from your company but not ready to “retire”? Planning to move on to other business ventures? Reinvent yourself? Or maybe you’re not sure yet. You’re not alone. In fact, over the next 5 years, millions of baby boomers will be transitioning to the next stage their lives. For some that means retirement. But for others, they’re just getting started. In fact, there is a growing wave of boomers that are just not ready for “retirement” in the traditional sense. They’re not done yet. They’re looking for the next challenge vs. a lawn-chair and some new hobbies.

13. Possibilities What if selling your business or leaving your company was your “second act” versus your finale? The prelude to an encore performance you get to discover? And what if you haven’t actualized your full potential yet? The possibilities are exciting, but there’s also no question that all the options can be overwhelming. The solutions don’t have to be. Whether you’re a Business Owner, Senior Executive or Professional Practitioner, the Successful Transition Planning Institute offers tools, information and guidance on the business transition process to help you make the right decisions for your future and the future of your business. Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use transition planning strategies to help you create a plan that not only supports your vision for the future, but also feeds the all-important emotional need for meaning and purpose that we all desire. Welcome to the Platinum Years® — the best 10-20-30 years of your life between leaving a company and the golden years. Let’s get started.

14. Programs for Clients How to Think about Leaving your Business or Career Seven Strategic Steps® for Living an Exciting and Purpose Filled Life Determining Your Successful Business Transition Strategy Seven Principles for Living a Life of Significance

15. Step One: THINK You have created an Identity with your business and career. Thinking about leaving it may be confusing, depressing or simply scary. It does not have to be. First, you need to learn how to THINK. Solution: You can learn about your fears, how to overcome them, the steps you need to take to prepare yourself and the guidance you need to seek. “Determining how to Think about Leaving Your Business or Career” program.

16. Step Two: LIVE You have a great lifestyle and want to ensure you keep it that way. Maybe you’re afraid of becoming “directionless” by making faulty, limiting decisions in this next phase of your life. You want a purpose and a personal “end game” that’s even more exciting than it is now. Solution: Get clear on your personal goals and game plan after leaving your company with our “Seven Strategic Steps® for Living an Exciting and Purpose Filled Life Program”.

17. Step Three: DECIDE You’ve invested a lot of time and money in your business. When you decide to exit, why wouldn’t you expect your business to give something back. You need clear, concise strategies to maximize your return, reduce risk and maintain your sanity in the process. Solution: Step back and create a plan for what you really want to do with your business with our “Determining Your Successful Business Transition Strategy Program”.

18. Step Four: OPEN Your identity is built around your organization and you can’t imagine what it’s going to feel like to no longer be part of it. To no longer be running things. You’re excited about the next chapter of your life but you wonder how to create a new identity with new meaning. Solution: Open your mind to a whole new world of opportunity and possibilities after transitioning out of your company with our “Seven Principles for Living a Life of Significance Program”.

19. Step Five - TRUST You’ve built your reputation on integrity. And you’ve built a group of talented people around you to help run your company. People you’ve grown to trust. So when it comes to looking outside the tent for people to help with your transition plan, you wonder who you can trust. Solution: “Build your Dream Team” drawing from your own advisor and from our Advisory Network – a talented group of experts to assist with the personal and business issues around transition planning.

20. A Comprehensive Approach Transition Planning adds a more powerful level of significance to Business Advisors

21. How do Advisors Benefit?

23. Combines the best of on-line and in-person networking

24. Learn from Advisors and Experts in your local area, and linked to a national network

26. Client Centered ApproachProduces Successful Outcomes

27. Contact Us to Get Started Successful Transition Planning Institute Harvard Square 119 Mt Auburn Street Cambridge, MA 02138 617.576.5728 SuccessfulTransitionPlanning.com Jack Beauregard, CEO and President: jack@thenexttransition.com, 617.576.5728 Paul Cronin, Dir. of Business Development paul@thenexttransition.com, 978-749-9546