This 2 day workshop will cover 6 topics that are essential to a successful retirement.

Section 1 - LIFE PLANNING IN RETIREMENT

Learn how to fill your days with activities you enjoy and that give meaning to your retirement years. What do you like to do? Do you need help meeting new people? Do you need to make money? Are you interested in volunteering?

The non-financial aspects of planning our retirement years are often overlooked. Rejuvenate your retirement with quick, individual exercises that introduce activities such as hobbies, sports, crafts, social networking, travel, employment, business ventures, lifelong learning and volunteering. This in-depth section provides insight, entertainment and inspiration, and is a favorite of many attendees.


Section 2 - FINANCIAL CONCERNS

Work until age 65, get a gold watch and a comfortable pension for life, right? For most people, life doesn't follow this traditional path. As a result of financially challenged government programs and pensions plans, unpredictable financial markets and increasing life expectancies, more responsibility is being shifted to individual retirees. And this trend may continue.

One by one, we address the primary financial concerns of retirees. The highlight of this section is time-tested strategies for planning your retirement income.


Section 3 - INVESTMENTS

Due to market colatility over the last decade, this section focuses on ways to manage investment risk and the six most important considerations to understand before you invest. This course helps you evaluate your risk tolerance and how you feel about money. We discuss the importance of aligning your investment behavior with your attitudes, risk tolerance and goals. Since taxes may be your largest investment expense, special emphasis is placed on maximizing the tax-efficiency of your investment returns.