Since 1977, we have worked with labour, management and community resources throughout BC to provide customized two-day retirement planning workshops.
While other retirement planning programs concentrate on financial planning, our program recognizes the issues employees face upon retirement are much more complex. In addition to financial planning, our experienced instructors also examine health, lifestyle, housing and relationship issues.
Employers who provide In-House Retirement Planning Workshops demonstrate their interest in the future of their older work force, while employees looking for guidance through the pre-retirement period view this kind of training opportunity as a valuable benefit of employment.
Open sections below to program information or contact program staff at 604.822.1436 or by email.
Our workshops are designed for individuals and couples who are within seven years of retirement and are ready to review their options and plan for their future. It provides couples with an excellent opportunity to share their ideas and expectations for retirement.
Planning for retirement encompasses giving thought to lifestyle expectations and choices. It also involves setting realistic goals and constructing a plan to achieve retirement dreams. Topics covered during the workshop include:
Because our workshops are interactive and we encourage active participation and questions, many other topics may arise that are of interest to participants. Most topics are supplemented with a checklist activity that is either completed at the workshop or in the participant's own time.
“It encouraged them to talk through and address issues that they may otherwise not have been comfortable with as a couple in a very relaxed environment.”
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