Do you suspect that you and your partner have different view of what retirement could look like? Would you like to kick start your retirement planning in a fun one day workshop? This small group workshop involves some group work and also provides for you to capture your own personal thoughts and ideas without sharing with the other members of the group. You and your partner will each connect with your own personal vision of retirement, including where you’ll live and how you’ll spend your time. There’ll be an opportunity to share your ideas with one another over the lunch break. Lunch is not included in this workshop to allow for privacy as you share your discoveries with your partner. The early afternoon will be devoted to group brainstorming around a number of hypothetical scenarios where one partner has a very different view than the other. You’ll then take time to capture possible ways that you can accommodate your and your partner’s desires in a way that could work for both of you. You’ll leave the session with a better understanding of what retirement could look like for you as a couple and some tools to help you continue the process of clarifying your vision and refining your retirement plan. Once you’ve completed this work, you’ll be able to talk with a competent financial advisor who can help you formalize the financial component of your plan and help you determine when might be the best time for you to retire.
This day could be life-changing – don’t put off getting this clarity to some future date that may never come. Enjoy a sense of control and empowerment as you and your partner clarify your retirement plans.
Pre-registration is mandatory and spaces are limited. Please call Sue at 778-265-6880 to register. Pricing is $297 per couple and is payable in advance. All major credit cards are accepted