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A satisfying lifestyle and financial security are the two main ingredients that contribute to a successful retirement. With a clear vision of your preferred future and sound financial planning, you will achieve a more fulfilling and
less stressful transition to this new chapter of your life.
Partners In Transition and Laidlaw Financial have teamed up to present both Corporate and Public Retirement Planning Seminars covering lifestyle and financial issues.
Whether you are an Employer or an Employee, planning starts now!
As an Employer providing the Retirement Planning Seminar to your employees, you will:
- Provide independent financial advice in compliance with provincial pension guidelines;
- Aid in recruiting and retention; and
- Promote knowledge transfer at retirement;
Retirement is a significant life transition. Many approach it with feelings of anticipation but also with a degree of anxiety, not wanting to experience retirement in the traditional sense, but unsure of what to do.
The Transitions – Clarity at the Crossroads Seminar
provides a safe environment and an inter-active approach to developing a vision for the retirement stage of life.
In the 90-minute seminar co-led by Dana Richardson and Vickie Townson, principals of Partners In Transition, the participants will:
- Discover the seven essentials of a compelling vision for their transition journey;
- Participate in a fun exercise that will help them gain clarity on their vision; and
- Formulate first steps.
With clarity of direction and lifestyle, the participants are better able to determine their financial needs for retirement.
In the 90-minute seminar led by Carol Laidlaw, principal of Laidlaw Financial, the participants will be given an overview of Retirement Planning issues, including:
- Sources of retirement income;
- Investment management;
- Estate planning;
- Insurance assessment, and
- Retirement tax review.
Contact us to find out how to bring these sessions to your organization or to inquire about our public Retirement Seminar.
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Like a great athlete, we must have a
very clear vision of what we want to accomplish before we make
a move. Vision, in preparation
for an action, is as important as the action itself.
Marianne Williamson
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