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.


  • Wed, Aug 5 @ 6:00pm - 8:30pm
  • Wed, Aug 12 @ 6:00pm - 8:30pm
  • Wed, Aug 19 @ 6:00pm - 8:30pm
  • 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.


    • 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


    • 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


    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.