Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Given that 45% of the accounting profession is currently 50+, retirement is top of mind for many. While financial management and preparedness is undoubtedly important, this seminar explores the complexity that lies beyond the numbers. Specifically, this seminar is designed to reduce risks of a downturn in the transition and trajectory of the retirement journey. Further, it provides a unique combination of information within a framework that fosters inspiration and a rare opportunity to reflect deeply about what you really want to experience during these next few decades of your life. Learn how to avoid the pitfalls of retirement and gain a sense of meaning and happiness. Please note that issues of financial preparedness are not significantly addressed in this seminar.
This updated seminar was previously titled “Beyond the Numbers: A Closer Look at Retirement Options.” There is about 15% overlap in contents, between this course and What's Next: Ten Success Factors to Best Manage Retirement by Isabelle St-Jean.
Topics Include:
- How to assess your retirement readiness.
- Tips to integrate your work accomplishments to achieve success in retirement.
- Understanding lifespan vs. play-span vs. health-span.
- How to create a vision based on transferable skills, aspirations, new habits, and self-discipline.
- Effective communication for mentoring and volunteer opportunities.
- Steps to assist in committing to your retirement vision.
Other Available Sessions
- Session for November 26 available here.
Schedule
- September 24, 2025, 1:00 p.m. - 5:00 p.m.
- September 25, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
At the end of this seminar, you will:
- Be better informed about various retirement/re-engagement models and inspired by examples of engaging ways of living/working in retirement or semi-retirement.
- Have a greater sense of pro-activity, focus and resolve about creating a retirement that best suits you (and your spouse).
- Relieve anxiety about the unknown and how to create joyful balance and use your newly freed time with discernment for what matters most in your life.
- Be re-energized by the redefinition of your invaluable skills and strengths to better utilize them in a purposeful and meaningful way in years to come.
- Increase confidence in forming new healthy habits and improving longevity.
- Have gained clarity about your vision of a fulfilling retirement lifestyle and what you need to do to keep moving towards its realization and avoid regrets.
- Have been encouraged into expansive ways of thinking about the legacy you want to lead in years ahead.
Who Will Benefit
Accountants and other professionals who are nearing, or entering, retirement or semi-retirement, and want a framework to gain clarity about how to best prepare and create a vision for retirement fulfillment.
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.
If available, course materials can be accessed 2 business days 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)
Isabelle St-Jean, is a Registered Social Worker, Professional Certified Coach with International Coach Federation accreditation, a Certified Retirement Coach, a Certified Professional Facilitator and the author of Living Forward Giving Back: A Practical Guide to Fulfilment in Midlife and Beyond. Since 2007, she has led seminars coast to coast and internationally for professional communities and has provided consulting and coaching to numerous individuals and executives helping them with their workplace challenges, career management or retirement transition. She is the initiator and co-author of the award-winning anthology Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace. Also a member of the BC Human Resources Management Association, Isabelle is a regular contributor to their magazine PeopleTalk.