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How can you help older workers transition to part-time or consulting work before retirement?

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Many older workers are looking for ways to reduce their workload, increase their flexibility, and enjoy more freedom before they retire. However, making the transition from full-time to part-time or consulting work can be challenging and risky. How can you help them plan and prepare for this career shift? Here are some tips and strategies for career counselors who work with older workers.

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1 Assess their readiness

The first step is to help your clients assess their readiness for part-time or consulting work. This involves evaluating their financial situation, their health and wellness, their personal and professional goals, and their skills and competencies. You can use various tools and methods to help them with this, such as retirement calculators, personality tests, SWOT analysis, and career mapping. The goal is to help them identify their strengths, weaknesses, opportunities, and threats, and to determine how realistic and feasible their desired transition is.

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Tomás Gómez Luría

| Asesoría en retiro | Plan Personal de Retiro | Traspaso de fondos de pensiones
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El retiro es una etapa que a menudo toma por sorpresa a los profesionales. La falta de preparación financiera es uno de los aspectos que encontramos con frecuencia. Trazar oportunamente una estrategia de salida que incluya la provisión financiera adecuada nos ayudará a transitar cómodamente a una etapa profesional satisfactoria, pero menos intensiva en actividades. En mi experiencia los profesionales con mayores oportunidades para continuar siendo productivos antes de decidir el retiro son quienes han planificado a tiempo el cambio de ritmo en sus profesiones. El encuentro con el retiro no tiene que ser un choque, con planeación puede ser un viaje cómodo que nos ayude a descubrir nuevas experiencias.

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2 Explore their options

The next step is to help your clients explore their options for part-time or consulting work. This involves researching the market demand, the potential employers or clients, the legal and tax implications, and the pros and cons of different types of work arrangements. You can help them with this by providing them with relevant information, resources, and contacts, as well as by facilitating networking and mentoring opportunities. The goal is to help them find out what kind of work is available, what kind of work suits them best, and what kind of work they can negotiate.

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3 Develop their brand

The third step is to help your clients develop their brand as part-time or consulting workers. This involves enhancing their online presence, updating their resume and portfolio, creating their value proposition, and marketing their services. You can help them with this by providing them with feedback, coaching, and training on how to showcase their expertise, experience, and achievements, as well as how to communicate their value and benefits to potential employers or clients. The goal is to help them stand out from the crowd and attract more opportunities.

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4 Manage their transition

The fourth step is to help your clients manage their transition from full-time to part-time or consulting work. This involves negotiating the terms and conditions of their new work arrangement, setting boundaries and expectations, balancing their time and energy, and coping with the changes and challenges. You can help them with this by providing them with support, guidance, and advice on how to handle the practical and emotional aspects of their career shift, as well as how to deal with any issues or conflicts that may arise. The goal is to help them make a smooth and successful transition.

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Tomás Gómez Luría

| Asesoría en retiro | Plan Personal de Retiro | Traspaso de fondos de pensiones
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El acompa?amiento en la transición profesional es fundamental. Validar las expectativas a través de la visión o experiencia de otro profesional ayudará a contar con un proyecto realista. La decisión es individual, pero la ejecución debe ser asesorada.

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5 Evaluate their progress

The fifth step is to help your clients evaluate their progress and satisfaction with their part-time or consulting work. This involves collecting feedback, measuring outcomes, reflecting on learnings, and celebrating achievements. You can help them with this by providing them with tools and methods to track and review their performance, goals, and happiness, as well as by acknowledging and rewarding their efforts and results. The goal is to help them assess how well they are doing and how happy they are with their work.

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6 Adjust their plan

The sixth step is to help your clients adjust their plan as needed. This involves revisiting their readiness, options, brand, transition, and progress, and making any changes or improvements that are necessary or desirable. You can help them with this by providing them with ongoing support, feedback, and coaching, as well as by encouraging them to be flexible and adaptable. The goal is to help them optimize their part-time or consulting work and achieve their personal and professional goals.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Tomás Gómez Luría

| Asesoría en retiro | Plan Personal de Retiro | Traspaso de fondos de pensiones
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El autoconocimiento es clave para determinar el momento adecuado para hacer un cambio profesional. Quién mejor que el propio profesional para tener el pulso y decidir cuándo es el momento de cerrar un ciclo y posiblemente abrir uno nuevo.

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How can you help older workers transition to part-time or consulting work before retirement?

1

2

3

4

5

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7

1 Assess their readiness

2 Explore their options

3 Develop their brand

4 Manage their transition

5 Evaluate their progress

6 Adjust their plan

7 Here’s what else to consider

Career Counseling

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How can you help older workers transition to part-time or consulting work before retirement?

1

2

3

4

5

6

7

1 Assess their readiness

2 Explore their options

3 Develop their brand

4 Manage their transition

5 Evaluate their progress

6 Adjust their plan

7 Here’s what else to consider

Career Counseling

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