Life Planning for Retirement (P869)
Creating a Balanced Roadmap to a Meaningful Retirement
June 4 - 5, 2013
October 29 - 30, 2013
|$890 plus HST
Are you excited about your retirement but worried about getting bored and not having enough to do?
Has your work consumed you over the past 30 – 35 years and you are no longer sure what interests you have outside of work?
Are you concerned about a lack of a predictable structure, a different or limited social network or the demands that may be placed on you by your parents or children?
Do you have a pretty good idea of your basic plan but want to make sure all core components are in place?
Are you considering a new career in your retirement and want an opportunity to network and share ideas?
Are you starting out in your career and want to ensure that your career and life plan are in balance with each other?
While being financially prepared for retirement is important, addressing the emotional, physical and psychological realities before retiring, and integrating them into a balanced plan is ultimately the key to a successful and meaningful retirement.
This two-day workshop prepares you for a successful transition into retirement by addressing key areas of concern with realistic strategies. By the end of the session you have created a life plan that is practical, meaningful and specific to you.
This is a two-day workshop in Ottawa.
Space is still available for all course dates listed, unless otherwise noted.
The New Realities of Retirement
• How retirement has changed
• The benefits of retirement
• A more realistic definition
• Transition and stress
• Changes in retirement
• Strategies for adjusting to changes
• What is your current work assessment?
• What is important to you? What gives you a sense of purpose at work?
• Options for working – semi retirement
• Who are you? (outside of work)
• Discovering your purpose
• Building and strengthening your identity
• Meaningful activities for retirement: staying connected
• Managing energy, creating balance
• Creating new structures and routines
• Successful aging
• Lifelong learning
• Am I fulfilled?
• Building your support network (married or single)
• Changing expectations and roles with life partner
• The role of family and friends
• Caregiver responsibilities
Your Life Plan
• Putting it all together
Your Financial Life Plan
• Connecting your life priorities with your financial reality
At the end of this seminar, you will be able to:
• Define your own definition of retirement
• Better understand the changes that will affect you and how to best manage them
• See the value in your current work identity and determine how this will fit into your retirement identity
• Establish your new life vision by identifying dreams, goals and planned activities
• Establish how you are currently spending your time and what adjustments you would like to make to create a more balanced pace
• Learn how to keep yourself connected to your community and the world around you
• Identify your current social support network. Identify if or how that support network may change in retirement and how to manage that change
• Establish ways to deal with issues that may accompany retirement, for example, care giving to elderly parents or a spouse, ongoing responsibilities for children and adjusting plans due to possible changes in financial status and health
• Feel confident and excited about this next stage in your life
• Create your life plan – your new life structure
Who Should Attend This Course?
Anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning.
Your Instructor for this training workshop is: Vanessa C.
Course Location: Minto Business Centre, 440 Laurier Avenue West
June 4-5, 2013
October 29-30, 2013