Press Room

FOR IMMEDIATE RELEASE

Contact: McMahon Communications
Elissa Rogovin
617-620-2440
Elissa@McMahonComm.com
Joyce McMahon
978-430-8847
Joyce@McMahonComm.com

Aphelion, LLC launches Next Dance, ™ a portfolio of non-financial assessment and coaching tools that reinvent retirement planning

“Because the generation that changed the world is ready to change how they retire”

New York, NY – February 13, 2008 – Aphelion, LLC today announced the launch of Next Dance,™ a portfolio of non-financial assessment and coaching tools that reinvent retirement planning. Designed for financial service providers, estate planning attorneys, CPA’s, human resources/benefits directors, and counselors, Next Dance broadens the scope of retirement planning services available to clients. It brings focus to retirement scenarios and improves a client’s ability to make financial and life decisions that best serve their needs.

Retirement is one of the most significant life events facing clients and the Next Dance product suite can help with this critical transition. Ideal for both pre- and post-retirees, Next Dance answers the question “What’s next?”

As 78 million baby boomers retire they face the end of one identity and the beginning of another. This transition occurs on every level: personal, professional, social, financial, even political and it can trigger powerful feelings of loss and anxiety about the future. Yet most people focus entirely on the financial aspect of retirement leaving them unprepared for the emotional realities of this transition.

The Next Dance product suite includes unique tools to help assess an individual’s current mindset about retirement and helps them consider options and enact changes to ensure a fulfilling transition.

The suite of products includes:

• Retirement Exploration Survey (RES)
A highly reliable survey that charts the gaps between a clients current and desired state of mind on 15 key dimensions of retirement satisfaction. This survey has been proven in three (3) test studies with over 200 participants.

• Your Next Dance Review (YNDR)
Within 24 hours of taking the RES, YNDR provides graphic and easy-to-read results for advisors to give clients including detailed explanations of each dimension, thought-provoking exercises, and extensive information to help with retirement exploration. The accompanying Learning New Steps Workbook and Resources Guide provide concrete advice for achieving retirement satisfaction.

• Coaching
Next Dance will train professionals to work directly with their clients using the results of the Retirement Exploration Survey. If needed, sessions with a Next Dance retirement coach will help clients reach a deeper understanding of goals and develop action items to overcome obstacles and move forward.

“When my partners and I were entering our ‘Next Dance’, we couldn’t find the resources that we felt we needed to create an emotionally fulfilling and interesting retirement. We had everything in place financially but not emotionally and, even with our strengths in psychotherapy and training and development, we were unsure of the next step,” said Bill Bryan, partner, Aphelion, LLC. “With 78 million baby boomers headed into retirement we knew we weren’t alone in our desire to follow rewarding careers with an equally gratifying next phase of life. With the many facets of retirement in mind, we designed the Next Dance suite of products to fit seamlessly into the financial and estate planning process so that individuals have access to a complete approach to their retirement.”

Next Dance, ™ was developed by Aphelion, LLC, a partnership formed by clinically trained psychotherapists and experts in organization, business development and strategy and executive coaching. The partners are committed to helping clients understand and manage the many personal and psychological challenges that retirement presents.

For further information or to contact a Next Dance expert, please call 888-556-5758 or visit www.mynextdance.com.

For press inquiries please contact Elissa Rogovin, Elissa@McMahonComm.com, 617-620-2440, or Joyce McMahon, Joyce@McMahonComm.com, 978-430-8847 at McMahon Communications.

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