"We Do Not Sell Financial Products"
Facilitation of the Transition Process
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The Personal Retirement Education Program will assist employees in addressing key life issues such as:
- How will I spend my time?
- What do I really like to do?
- What will keep me motivated?
- How will I react to not having a career?
- Is phased or semi retirement a viable option for me?
- How will my family be affected by my retirement?
- Are my finances capable of supporting the lifestyle I want?
The program can be delivered through an introductory meeting(s) and follow-up workshop(s), using our seminar format. In addition this value added program is also available online in an E- Learning Format.
Spouses are encouraged to attend.
The purpose of the introductory meeting is to explain the company’s pension plan, its role in the planning process and how it fits into our program. In addition, we position our approach to lifestyle planning and why it is important to the transition process.
In the workshop setting, employees will learn how to find the balance between their lifestyle vision and their financial reality.
Companies may wish to provide our Seminar Program on a one-on-one basis for specific employees rather than in a workshop setting.
Our tools for helping your employees take self responsibility
Lifestyle Transition Planning Manual
This manual will assist the employee in developing a vision of a new life structure for their future.
The Lifestyle Modeling Software ©
This is provided to every employee. It is designed to help the employee find the balance between their lifestyle vision and their financial reality and to learn how to make lifestyle choices.
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