Self-administered and requiring about 10-15 minutes to complete,
the Readiness Assessment tool is designed to help you gain perspective on your transition into retirement.

If you can see the animation in the box on the left, you have Flash and will be able to use this tool. If you cannot see it, please download the Flash player for free.

If you are unable to install Flash on your computer, then print a blank copy of the Readiness Assessment, which you can fill in by hand and bring to your advisor.

To ensure this tool loads properly, we recommend using one of the following browsers:
Firefox 1.5 or higher, Internet Explorer 5.5 or higher, Netscape 8, Opera 9 or Safari.