HELPING PEOPLE TRANSITION INTO A PURPOSE-FILLED LIFE

Your finances are in order…
But what about the non-financial side of retirement?

Our Mission

Refocus Coaching was launched by Hixon Zuercher Capital Management to help people transition into a purpose-filled life.

The Refocus Coaching Program is led by Scott Miller, Certified Professional Retirement Coach. After having gone through the retirement transition process himself, Scott’s mission is to guide the way for others towards a long-term plan that includes meaning, purpose, and joy.

As seen on CBS Evening News

FIND MEANING, LIVE WITH PURPOSE, LEAVE A LEGACY

Experience Our Programs!

Each Refocus program is designed to help pre-retirees and retirees reevaluate and recognize more of what’s possible. Our programs explore topics like re-discovering your uniqueness, reorientation towards purpose, social connections, and leaving a legacy.

Life coaching will empower you to plan for a fulfilling and joyful retirement while realizing that wealth is much more than money. Whether you’re an established retiree, recently retired, or retiring in the future, our coaching guides you towards a purpose-filled life that includes a vision and plan.

Private Coaching

Seek Balance

Private Coaching

Do you want to gain clarity on the life you are retiring to? Private Coaching will open the door to conversations about lifestyle, mental health, and the retirement transition. Get clear, get focused, and get to work creating a life of balance & purpose.

Private coaching sessions are personal, intensive learning experiences specifically curated for individuals ready to transition to the second half of your life.

Refocus Private Coaching offers effective discovery skills and tools to help plan for the future. You will work one-on-one with Scott Miller, CPRC to create and implement changes that will deliver results that elevate purpose in your life.

Individual sessions guide you on how to design your retirement lifestyle. Sessions are focused on the non-financial aspect of your retirement life. Coaching sessions are preferred in-person, but can also be held virtually.

Have questions or want to get started?

Refocus on Retirement Workshop™

Unleash Your Purpose

Retirement Workshops

How much time and energy have you put into the second half of your life? Studies show that most people spend 90% of their time preparing for the financial issues of retirement and only 10% on the non-financial issues. However, when they retire, the ratio flips.

Our Refocus on Retirement Workshop™  prepares you for the non-financial side of retirement and intentionally crafts a balanced and purposeful life, based on what you value.

The Refocus on Retirement Workshop™ is a transformative small group coaching experience. Through collaboration with Scott Miller, CPRC and the other participants, you will gain tools and skills to assess and develop your values, abilities, direction, social connections, and legacy.

Together, we’ll build a master plan so that you can move through this second half of your life with your well-being in mind.

Get registered today!

Corporate Workshops

Lead a Legacy

Corporate Retirement Workshops

Amazon Best Seller, Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy™!

Our Refocus on Retirement Workshop™  prepares you for the non-financial side of retirement and intentionally crafts a balanced and purposeful life, based on what you value. Each section of the workshop is designed to help retirees and pre-retirees move beyond feelings of loss and being lost, to a place of excitement for the future! Through this workshop, we’ll build a plan towards meaning and purpose.

Our corporate workshops will empower your team to plan for a fulfilling and joyful retirement while realizing that life is more than money!

Download our Corporate Flyer.

The Refocus on Retirement Workshop™ Schedule

Are you ready to take the next step towards a purpose-filled life?

Each workshop is split into two sessions. Registrants are required to attend BOTH sessions to successfully complete the program. Each workshop is limited to 8 attendees.

January 2024

The workshop sessions will take place at:

Hixon Zuercher Capital Management:
101 W. Sandusky Street, Suite 301, Findlay, OH 45840

Session 1: Wednesday, January 24 6:00PM – 8:00PM
Session 2: Wednesday, January 31 6:00PM – 8:00PM

[VIRTUAL] February 2024

The workshop sessions will take place at:

Online ZOOM Video
*Access link will be provided upon registration.

Session 1: Wednesday, February 21    3:00PM – 5:00PM
Session 2: Wednesday, February 28   3:00PM – 5:00PM

*Note: Workshops take place during Eastern Standard Time (EST)

April 2024

The workshop sessions will take place at:

Hixon Zuercher Capital Management:
101 W. Sandusky Street, Suite 301, Findlay, OH 45840

Session 1: Tuesday, April 23 6:00PM – 8:00PM
Session 2: Tuesday, April 30 6:00PM – 8:00PM

[VIRTUAL] May 2024

The workshop sessions will take place at:

Online ZOOM Video
*Access link will be provided upon registration.

Session 1: Monday, May 6   5:00PM – 7:00PM
Session 2: Monday, May 13  5:00PM – 7:00PM

*Note: Workshops take place during Eastern Standard Time (EST)

September 2024

The workshop sessions will take place at:

Hixon Zuercher Capital Management:
101 W. Sandusky Street, Suite 301, Findlay, OH 45840

Session 1: Thursday, September 12 6:00PM – 8:00PM
Session 2: Thursday, September 19 6:00PM – 8:00PM

[VIRTUAL] September 2024

The workshop sessions will take place at:

Online ZOOM Video
*Access link will be provided upon registration.

Session 1: Tuesday, September 17   5:00PM – 7:00PM
Session 2: Tuesday, September 24  5:00PM – 7:00PM

*Note: Workshops take place during Eastern Standard Time (EST)

October 2024

The workshop sessions will take place at:

Hixon Zuercher Capital Management:
101 W. Sandusky Street, Suite 301, Findlay, OH 45840

Session 1: Wednesday, October 16 6:00PM – 8:00PM
Session 2: Wednesday, October 23 6:00PM – 8:00PM

If the above Refocus on Retirement Workshops™ dates do not work for you, please sign up below to be alerted about future workshops and exclusive updates from Refocus Coaching.

Life Coach Lessons

Check out our Refocus Coaching Life Coach Lessons video series, where Scott share tips on how to live a more meaningful and purposeful life.

FAQs about The Refocus on Retirement Workshop™ and Private Coaching

When are the retirement workshops held and how often?

Workshops are currently scheduled for several times throughout the year on Tuesday, Wednesday, or Thursday evenings. All currently planned workshops are listed on our website. Each workshop is broken into two sessions. Registrants will attend both sessions to successfully complete the program. We hope to see you there!

What if I can’t attend any of the scheduled workshop dates?

If none of the currently scheduled dates work for you, please submit this form to be notified of future workshop dates as they become available.

My weekdays are busy. Do you offer workshops on weekends?

We are looking into scheduling an all-day workshop on a Saturday in the coming months. Please submit this form to be notified when a Saturday date is added to the calendar.

When are private coaching sessions held? How long are they?

We prefer to schedule one-hour private coaching sessions on Tuesdays and Wednesdays from 9:00am to 3:00pm but are happy to arrange for other times as needed.

What is the cost to attend The Refocus on Retirement Workshop™ or Private Coaching?

The Refocus on Retirement Workshop™ is $74 per person for the in-person sessions, $99 per person for virtual sessions, and complimentary to clients of Hixon Zuercher Capital Management!

The fee for private coaching is $150 per one-hour session. The number of sessions varies based on individual circumstances, but the average is three to five sessions in total.

Do I have to be a client of Hixon Zuercher Capital Management (HZCM) to attend a workshop or participate in private coaching?

No, our Refocus Coaching programming is open to everyone! Our desire is to help everyone create a balanced and purposeful life beyond retirement.

I am already a client of HZCM, do I have to pay for the workshops or private coaching?

Our wealth management service includes comprehensive financial planning and investment management solutions. Our Refocus Coaching service addresses only the non-financial aspects of retirement transition. We now have a Certified Professional Retirement Coach on our team specifically to lead this initiative. This offering is above and beyond traditional wealth management services. Please see your wealth advisor for a complimentary client code to attend one of our in-person or virtual Refocus on Retirement Workshops™.

Why is the virtual workshop cost more than the in-person cost?

The pricing of our virtual workshops reflects the inclusion of material shipment costs.

Why are you offering Refocus Coaching?

Click here to read more about why we launched this program.

Where Are The Refocus on Retirement Workshop™ and private coaching sessions held?

Both the workshops and private coaching sessions are held at our headquarters located at 101 W. Sandusky St., Suite 301, Findlay, OH 45840. Click here for directions.

Where do I park when I attend the workshops or private coaching?

Street parking is available near our entrance on Sandusky. To see an aerial map of our location, click here.

How many people will be in the workshops?

We typically have between six and eight people in each workshop.

What if my spouse / significant other isn’t interested in Refocus Coaching?

We strongly encourage couples to attend together so that you can be on the same page about your plans and dreams for the future. However, you may attend either the workshops or private coaching without your spouse / significant other if it doesn’t work for both of you.

Are retirement workshops offered virtually?

Yes, we offer virtual workshops at least once every year. To check out currently set dates/times, click here.

How can I ensure my privacy?

All the information shared at the workshops and in the private coaching sessions will be held in utmost confidence.

Will we be discussing financial issues at workshops or private coaching sessions?

No. We only talk about non-financial issues in the workshops and private coaching sessions. If you have financial questions, we are happy to refer one of our highly qualified Financial Advisors for guidance!

Do you offer Refocus Coaching to groups?

Yes! We are excited to work with businesses or organizations to offer Refocus Coaching specific to your group! Click here to schedule an Introductory Call with Scott Miller to discuss your organization’s interest.