Plan members no longer need to settle for a one-size-fits-all approach to retiring. Together, we will:

• Shift your mindset from planning for retirement to designing a longevity lifestyle to meet your unique need
• Challenge and test assumptions to play with the possible ways to find meaning and enjoyment in retirement
• Design a prototype of what retirement could look like for you and how you will spend your time in your next adventure
• Explore the challenges that exist in retirement, such as inflation, longevity and the ever-changing economic landscape
• Identify goals for retirement and how to fund your ideal retirement lifestyle
• Understand the various sources of retirement income, including government, workplace and personal income sources.

Spouses/Guests may also attend the Financial Planning Workshop at a reduced price!