Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
People are living twenty or more years after they retire; as a result, Boomers have reinvented the retirement concept. Retirement is no longer a destination for Boomers. Few people develop thoughtful retirement "lifestyle plans" before they retire. Research has shown that developing lifestyle plans, along with financial plans, BEFORE retirement, results in a more fulfilled retirement and a more comprehensive financial plan.
Based on advice from 100 retired people, from all walks of life, including people like Paul Martin, Anna Porter, Ken Dryden, Alvin Curling, and Liona Boyd, this Workshop will teach participants how to use a simple "Retirement Lifestyle Planning Framework". Participants will learn why it is important to make lifestyle changes while still working, to enhance their retirement.
Topics Include:
- Overview of how Baby Boomers have changed the "retirement" process including the new term "Protirement".
- Explain linkages between financial planning and lifestyle planning, resulting in a comprehensive "Protirement Plan".
- Discuss the basics of the 3-Stage Protirement Change Processincluding: adjusting to the Retirement Stage; surviving the Transition Zone; and developing a thriving healthy Protirement lifestyle.
- Review advice, given by 100 interviewees, related to preparing for retirement while still working.
- Explore the Protirement Checkerboard's 17 Protirement activities including 4 work-related activities.
- Discuss how the Protirement "Lifestyle Planning" process can be used with clients.
Who Will Benefit
This seminar is for participants who are mid-career; five years from retirement; on the verge of retirement; recently retired; or offering financial planning advice.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Ellis Katsof is founder of MyProtirement, an expert on retirement lifestyle planning and author of Life 3.0. The book explores a generational change in how Baby Boomers are retiring. Prior to founding MyProtirement Ellis was an accomplished leader in the non-profit sector, has a MSW, is a Fellow of the Ivey Business School CommunityShiftT program and is an active Rotarian.
Testimonials
It was an eye opener. I am thinking about retirement and the course gave me a reality check.
Ellis was very informative, thought provoking and entertaining. Ellis pointed out a lot of retirement objectives outside of just the financial side of retiring. He provided strategies and direction to create several alternative paths to follow after retirement... but the key point was to start these strategies prior to retirement.