Consulation, short courses, and training, informed by teaching and ongoing research, is available in several key areas.


  • Teacher Training. The SDSU Teacher Training Model for adult instructors consists of two  complementary Instructional Models, Core Competencies, and Essential Skills. (informational brochure)
  • Pre-Retirement Planning. With 78 million Baby Boomers entering retirement age over the next 30 years the rules of retirement are being completely revised. (informational brochure)
  • Organization Succession Planning. Most organizations—government, private sector, non-profits—have been built on the dedication, hard work, and expertise of Baby Boomers. What happens to your organization when they “retire?” (informational brochure)


  • Applied Critical Thinking for Adult Learners. A four-part seminar (2 hours each) focusing on re-learning five core critical skills for everyday life. The skills are systematic questioning, problem solving, simple risk assessment and management, decision-making, and thinking management.

  • Essential Life Skills. Building on core critical thinking skills, this four-part seminar (2 hours each) explores a number of applied skills required for successfully navigating the complexities of the 21st Century. These include self-regulating, accepting and adapting to change, managing key relationships, collaborating, and several others.

  • Baby Boomers – “What are you going to do for the next 20 years?” An introductory overview of viewing American culture through successive generations, followed by a detailed exploration of Baby Boomers and their unique longevity “gift.” (Three-part seminar, 2 hours each)

  • Life Long Learning. Life-long learning is no longer an option for adult learners but a cultural necessity. But what has to be learned? This short course, in two-parts, examines three very different types of learning (and knowledge): factual learning, applied learning, and transformational learning. (2 hours)

  • Pre-retirement: First Adulthood/Second Adulthood Transitions. Our First and Second Adulthoods are materially and emotionally different, but how? This 4-hour seminar (two, 2-hour sessions) explores the numerous differences (e.g., Have to vs. Want to), and identifies and explains the personal transition process necessary for “growing on” to Second Adulthood.

  • New Retirement Seminar. This two-part seminar explodes the mythology and exposes the misinformation about “retirement.” In this seminar (four 2-hour sessions), retirement is reconfigured as a “growing on” process and not a single life event symbolized, incorrectly, by a gold watch, leisure activities, and stepping away from the “action.”

  • Dream Big Seminar. In this two-part, hands-on course you will learn how to turn your Wow! Dreams into strategic plans by applying a set of simple thinking tools to your specific life situation. Each session is 2 hours.

  • Eldership - The Making of “We.” Eldership: The Making of “We” consists of two, 2-hour seminars on creating personal legacy through intergenerational collusion. The seminar partially answers the Boomer question, “What are you going to do for the next 20 years?”

  • Retirement - “Are you ready?” As a sequel to the First Adulthood/Second Adulthood Transitions and the New Retirement Seminar, this three part workshop series (2 hours each) engages participants in planning their Three R’s: resources, risk, and relationships.

  • Mentoring the Next Generation. How does one mentor others? This three-session (two hours each) seminar focuses on different types of mentoring and the skills specific to each.

  • Finding Meaning: Discovering your life purpose. In a two-part seminar (2 hours each), you will learn how to construct personal meaning through a series of intentional actions, including, how to see shades of gray, model Eldership, and create personal legacy.


  • HR Training: “Baby Boomer Retirement Issues” The Baby Boomer generation, all 78 million of them, has transformed American culture and the workforce. As they begin approaching the so-called “retirement age,” there are a number of important transition issues that HR professionals need to understand and better manage. This 10-hour short course (5 sessions) presents the latest research on Boomer retirement expectations, growing management interest in Boomers as mentors, and late life developmental challenges, all of which impact the work environment with increasing urgency.


  • Rehabilitation counselors, social workers training: “Later Life Transitions” What happens when adults age in terms of thinking, learning, problem solving, managing key relationships, leaving the workforce, and embracing multiple realities? This training program updates practitioners on their technical knowledge on later life transition issues. (5-two hour sessions).


  • Companies, non-profits training: “Organizational Mentoring” A 12-hour training program in four separate sessions, this workshop focuses on managing your evolving workforce and the successful transfer of values/culture/expertise to the next generation of managers and employees through a series of strategies that successfully engage the entire organizational culture.