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. Many have thought of retirement, but only from the point of financial management and preparedness. While this is undoubtedly important, this seminar explores retirement beyond the numbers. This seminar provides the opportunity to look at different models of retirement or semi-retirement and includes insights from a selected few who have made this major work/life transition.
The contents also assist participants to avoid the pitfalls of retirement, to take charge of their preparedness to achieve happiness and satisfaction through the years ahead.
Topics Include:
- Various models of retirement or partial retirement that serve diverse needs
- Examples of retirees and their suggested Dos and Don'ts
- Finding one's new rhythm for time management and a structured lifestyle
- How to synchronize and harmonize retirement with spouse
- Assessing your living environment for best match to goals/desired lifestyle
- What you must know and do to prevent social isolation and its impact
- Assessing your transferable skills and strengths to be of use in retirement
- Mentoring and Volunteering guidance to optimize use of skills/expertise
- New understanding from neuroscience about creating and maintaining healthy habits/lifestyle
- Valuable insights and research from positive psychology on health and aging
- Keeping the mind focused and sharp to help prevent degenerative illnesses
- Legacy leadership in your professional community or the community at large
Please note that issues of financial preparedness are not significantly addressed in this seminar.
Schedule
- July 3, 2024, 1:00 p.m. - 5:00 p.m.
- July 4, 2024, 1:00 p.m. - 5:00 p.m.
Key Takeaways
At the end of this workshop you will:
- Be better informed about various retirement 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 how to balance more time with spouse through the use of a tool designed to generate clarifying conversations and effectively examine expectations to plan accordingly.
- 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.
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.
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)
Isabelle St-Jean, RSW, PCC is a Registered Social Worker, a Professional Certified Coach (with accreditation from International Coach Federation), a Certified Retirement Coach, professional speaker and author of Living Forward, Giving Back: A Practical Guide to Fulfillment in Midlife and Beyond. For several years, Isabelle has helped countless people, coast to coast, to successfully chart their way through major work/life transitions including career change and retirement. A thought leader in the field of human potential development, Isabelle has initiated, co-authored and published two award-winning, best-selling anthologies: Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace and Audacious Aging. She resides in Vancouver, B.C.