Summer Sale Until September 22

This newly revised course has shifted online into three, half-day, live, instructor-led evening sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.


  • Mon, Aug 10 @ 6:00pm - 8:30pm
  • Mon, Aug 17 @ 6:00pm - 8:30pm
  • Mon, Aug 24 @ 6:00pm - 8:30pm
  • 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.


    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


    • 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


    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.