Do you sometimes feel anxious when you think about your retirement? You know you need to have a plan for where you’ll live and how you’ll spend your time because without that it’s impossible to know when you have enough money set aside so that you can stop work without worrying. Would you like to kick start your retirement planning in a fun one day workshop? This small group workshop involves some group activities and also provides for you to capture your own personal thoughts and ideas without sharing with the other members of the group. You’ll connect with your own personal vision of retirement, including where you’ll live and how you’ll spend your time. Take your lunch break to stretch your legs and assimilate our morning work. The hotel has a beautiful restaurant and there are many al fresco options at nearby Fisherman’s Wharf. The early afternoon will be devoted to group brainstorming around a number of hypothetical scenarios for achieving a variety of retirement goals. You’ll then take time to capture possible ways that you can accommodate your desires in a way that could work for you and takes account of your personal circumstances. You’ll leave the session with a better understanding of what retirement could look like for you 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 clarify your retirement plans.
Pre-registration is mandatory and spaces are limited. Please call Sue at 778-265-6880 to register.
Pricing is $197 per person and is payable in advance.
Pay only $157 each when you Invite a friend, colleague, client or relative to join you. All major credit cards are accepted