Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Most financial professionals know how imperative sound investments and financial planning are in preparation for retirement. What is often overlooked, which this seminar focuses on, is the importance of understanding, and making appropriate choices about the crucial lifestyle and psychosocial issues associated with the transition into a balanced and joyful retirement.
This interactive seminar helps you to proactively chart your own course as you navigate from the workplace to a full or partial retirement or a fulfilling re-engagement.
Please note, there is some content overlap between this course and Beyond the Numbers: A Closer Look at Retirement Options by Isabelle St-Jean.
Topics Include:
- Your personal balance sheet: re-assessing your concerns and core values at this stage of life
- What to expect: the four common stages of the retirement transition
- Identify current strengths, define and integrate your workplace accomplishments as part of the preparation towards a meaningful re-engagement
- What you must know to avoid common pitfalls of this transition
- Explore new ways to leave a positive legacy at work, and in life
- Neuroplasticity: how to keep the brain thriving as we age
- Tools to clarify expectations and better align/plan with spouse/significant other
- Examples of people who have achieved a fulfilling reengagement
- Findings of remarkable retirees and their suggestions (short exclusive videos)
- Create an engaging vision, mission statement, and action plan for your best future
Schedule
- May 21, 2025, 1:00 p.m. - 5:00 p.m.
- May 22, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
Upon completion of this course, you will have:
- Gain fresh insights about the ten success factors of retirement and re-engagement.
- Experience renewed motivation and enthusiasm about making the best of your remaining time at work and assess your readiness and right timeliness toward a full or partial retirement.
- Be informed about all of the areas of consideration involved in creating a satisfying and purposeful retirement/re-engagement.
- Better understand the mixed emotions and competing commitments you may have been experiencing in midlife or while approaching retirement.
- Grasp how you will redefine your purpose and reconfigure your personal identity as distinct from your professional role.
- Know what matters most to you at this stage of life in order to achieve congruence as you plan your future.
- Integrate practices that enhance wellness and longevity and create greater meaning and quality in your life.
- Resolve to retrieve passions and dreams you may have forgotten.
- Replace any anxiety about "what's next" or "what will I do" with an inspiring yet realistic vision and a practical plan.
Who Will Benefit
Designed for individuals in their fifties and beyond, this seminar is for those who appreciate that financial security is merely one of the many factors leading to success in the second half of life and retirement.
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, 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.