Stepping Stones towards a Balanced and Purposeful Life

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

Our Mission

Hixon Zuercher Capital Management launches Refocus Coaching 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 to maximize their ability to find meaning, live with purpose, and leave a legacy.

FIND MEANING, LIVE WITH PURPOSE, LEAVE A LEGACY

Experience Our Programs

Each Refocus program is designed to help retirees and soon to retire individuals reevaluate and recognize more of what’s possible. Our programs explore topics like personal values, your physical condition, your social connections, overall emotional well-being and so much more.

Retirement 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 near future, our coaching guides you towards a successful life that includes balance and purpose.

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 intimate, 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 your success.

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.

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 cutting-edge 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, emotional health, social connections and physical health.

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.

The Refocus on Retirement Workshop™ Schedule

Are you ready to take the next step towards a balanced and purposeful 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 2023

The workshop sessions will take place at:

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

Session 2: Wednesday, January 18 6:30PM – 9:00PM
Session 2: Wednesday, January 25 6:30PM – 9:00PM

[VIRTUAL] February 2023

The workshop sessions will take place at:

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

Session 1: Tuesday, February 7     6:00PM – 8:00PM
Session 2: Tuesday, February 14   6:00PM – 8:00PM

March 2023

The workshop sessions will take place at:

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

Session 1: Tuesday, March 7    6:30PM – 9:00PM
Session 2: Tuesday, March 14  6:30PM – 9:00PM

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.

 

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.

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 will arrange for other times as our calendar allows.

What is the cost to attend The Refocus on Retirement Workshop™ or private coaching?

The Refocus on Retirement Workshop™ is $149 per person or $249 per couple.

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.

Why are you offering Refocus Coaching?

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

Where is 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?

We are currently accepting registrations for our October 2022 VIRTUAL Refocus on Retirement Workshop™.  If you’re unable to make the October session, please submit the below form to be notified when we have a new virtual workshop on the calendar.

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.