The Perfect Retirement Workshop
Many find that in retirement, in addition to money, they are giving up important non-monetary needs like social interaction, sense of purpose, stimulation, challenge, routine, and so on. With the right planning, retirement can be just as fulfilling as a successful career.
Just as a financial plan starts by establishing a financial goal or the individual’s financial needs at retirement, one must create a vision and a plan to achieve that vision in order to satisfy one’s non-financial needs in order to create a retirement worthwhile and enjoyable. In this interactive workshop, Dr. Roadburg will help you build the roadmap to a fulfilling retirement by helping you identify a Life Goal, create a plan to realize your goal(s), use tools to manage a “retirement career,” and finally, integrate your Life Goal plan with you financial Plan.
Following this session, you will be equipped with the following take-aways:
- A revitalized perspective on your retirement
- A strategy for creating happiness and satisfaction in retirement
- An understanding of how your financial plan integrates with your plan for a fulfilling retirement
Date: Wednesday, June 22, 2022
- Reception 4:00 pm
- In-Person Interactive Workshop 4:30-7:30 pm
Refreshments and canapes will be served.
Capacity: Please note that seats are limited and will be given on a first come, first serve basis.