What Looms On Your Horizon?

“The feedback from the HR community on Ratliff & Taylor’s, New Horizons, Life Planning program is outstanding.” said Jan Dudsak, Vice President, Life Planning Solutions of Ratliff & Taylor and the practice leader for the new service.

“New Horizons, Mapping Your Path to Retirement” was created through a joint effort by the leading expert in the field of retirement & Life Planning, Dr. Richard Johnson, and Career Partners International.

The program is offered to employees in workshop sessions, followed by one-on-one individual coaching by Ratliff & Taylor certified consultants. Or, the program can be delivered to one individual at a time.

The length of time for one-on-one coaching is customized to meet individual needs.

Pricing is flexible. Employers could sponsor the service for employees by paying 100%, or, co-pay for the service in a variety of plans.

The tool and data is all diagnostic based, and begins with an online 99 question assessment. It is not opinion based, and focuses on retiring as a whole lifestyle change.

The program can be delivered through a portal online or in a printed workbook.

The six categories include:

        • Career and Work

        • Health and Wellness

        • Finance and Insurance

        • Family and Relationships

        • Leisure and Social

        • Personal Development

“This is an excellent tool for individual’s age 50 and higher although those in their 40’s would benefit greatly as well,” said Cheri Webb, Senior V.P., Area Human Resources Manager, Huntington National Bank. It provides individuals the ability to gain confidence as they progress in their retirement journey in areas far beyond their finances. The assessment produces facts that clearly help individuals face their emotional and personal unknowns so that gaps can be solved in advance. Fears and surprises are able to be managed resulting in peace of mind and control.”