## FAQ

### About Bloom

#### What is Bloom?
Bloom is an organization on a mission to change the aging narrative and redefine retirement. We educate, inspire and empower adults 50+ through our comprehensive retirement transition programs to prepare them for a supportive, and fulfilled life ahead. Learning from certified retirement coaches, we share experiences, reflect on ourselves, envision our dreams, make a plan and build meaningful connections.

#### Where do you get your content from?
We work closely with certified retirement coaches who specialize in retirement transitioning, which is grounded in popular aspects of Positive Psychology and Behavioral Economics. From our core faculty this includes world-class retirement coaches, advisors, and activists.

#### How does Bloom’s Retirement Transition Program help me answer the question “what’s next?”?
Bloom’s Retirement Transition program assesses your retirement readiness and empowers you to improve your current mindset and outlook for your retirement. Upon completion of the program, you will have a personalized action plan that indicates areas of preparedness and identifies gaps providing a functional blueprint for your retirement planning and transition. Each session provides you with a personal, practical, and relevant self-portrait of your lifestyle needs and provides insights on transitioning from your current lifestyle to your new retirement lifestyle. Our retirement coaches empower you to focus on your next steps toward creating a successful transition strategy to a fulfilling retirement.

#### What kind of people will I meet?
People over the age of 50 who are near retirement, just retired, and who share your interests in learning, having meaningful conversations and meeting people. Each program has about 20 people and will all be in the same city or surrounding area as you.

### Retirement Transition Program

#### Will I have access to coaches and advisors?
Yes, you will meet and engage with our core faculty at each live session. Each session is led by a certified retirement coach that will be with the same group over the entire program.

#### What if I’m too busy to complete this program?
The program is organized to help you easily set aside a few hours a week to engage in the live sessions. You’ll have access to recordings of our live sessions (the recording will only be available on our private community forum). So, if your schedule is interrupted, you won’t miss out on anything. We encourage members to watch the recording and catch up on the takeaways prior to the next session. You can revisit the sessions anytime, at your convenience.

#### What if I’m not satisfied with the program?
We’re so confident Bloom’s Retirement Transition program will transform your ability to navigate retirement transitions, that we offer a no questions asked money back guarantee. Join first session risk-free and get a full refund if you cancel before your 2nd session.

#### How much does your program cost?
Tuition for our program is $199/person and it includes a lifetime access to our digital library, alumni benefits, and a money back guarantee. If you sign up with your spouse or a friend, you both get a 30% discount (limited to 4 referrals). If you refer 4 friends to the program, you can join the program for free.

#### What are the technical requirements for the online component?
To access the program’s online sessions you’ll need a desktop computer, laptop, or tablet (for the best experience, we recommend using desktop or laptop). We offer tech support throughout the program, and we walk you through any technical questions you might have.

#### I’m already retired. Can I still attend this program?
Yes! It’s never too late to find your calling in retirement. Bloom’s Retirement Transition program is designed to help those find meaning and purpose in their retirement, whether you are retired or not.

#### I already have a financial advisor. Is this program for me?
Absolutely! This program provides you retirement wisdom that you won’t get from a financial advisor. Traditional retirement planning puts emphasis on the financial aspects, but neglects the emotional and mental transition that helps individuals identify and set life goals, which is exactly what Bloom’s Retirement Transition Program offers.

#### Am I too young or too old for this program?
Not likely! Age doesn’t matter. Everyone retires at different ages in their lives, and everyone has different circumstances that allow them to retire in their 50’s, 60’s or 70’s! As long as you have the mindset that you are ready to focus on yourself, and continue your self-discovery journey, then this is for you.

#### Can I attend this program with a partner?
Yes! We encourage you to bring a friend or spouse along for the ride. In fact, we will offer you and your friend a 30% discount if you both sign up.

### Retirement Coaching

#### What is retirement coaching?
A process with tangible tools, documents, and thoughtful discussion-making. It’s grounded in popular aspects of Positive Psychology and Behavioral Economics. Traditional retirement planning puts emphasis on the financial aspects, but neglects the emotional and mental transition that helps individuals identify and set life goals.

#### What do retirement coaches do?
Coaching helps people see retirement for what it truly is, by going through a process to help them replace their work identity, stay relevant, connected, and mentally/physically active. Certified in the proprietary assessment tools, coaches help you gain critical insights into areas like, where to focus your energy to fully prepare for a happy, healthy retirement.

#### When do people use a retirement coach?
A retirement coach is right for you if....  
- You are 50+ and retiring soon or already retired.  
- Seek inspiration to explore and maximize your “Next Chapter”, want to continue to stay mentally active and answer all the unknowns of retirement.  
- You are seeking your passion and not quite sure what it is yet.  
- You want tools and a support network to help guide you through retirement.  
- You have many passions or commitments and want to narrow it down for a more focused and fulfilling path.  
- Your career was very busy and demanding so you haven’t had the time to think about life after work.  
- You are missing human interaction, want to stay social, and seek community  
- You’ve been forced into retirement, and it’s put extra mental and emotional stress on yourself.

#### When should I start planning for retirement?
As early as possible! It’s always great to have dreams, plans and ideas for your future. Bloom’s Retirement Transition program can help you think about your retirement more critically to create a thoughtful and actionable plan, so that when the time comes you feel confident and happier in your new found life.
