Sue Maitland - Life Transitions Coach Sue Maitland - Life Transitions Coach

Tag Archives: Retirement Reinvented

Pre-Retirement Lifestyle Planning for Singles

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

Pre-Retirement Lifestyle Planning for Couples

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

Retirement Reinvented for Women

Join, Donna McCaw, author of “It’s Your Time”, Sue Maitland, Life Transitions Coach, Bev Carter, Notary and Pam Katunar, TD Investment Advisor and the Sponsor of this event, for a day focused on understanding what an ideal retirement could look like for you. We’ll wrap up our day with a delicious wine tasting courtesy of Silverside Winery and a presentation from Cathy Scott CEO (Chief Exploration Officer) of exciting trips around the world designed just for women.

This will be an informative, interactive and fun filled day and spaces are likely to fill up quickly. If you’d like to attend, please contact Sue Maitland at 778-265-6880 or email her at Suemaitland@shaw.ca and provide your name and phone number and the name and number of any friends or relatives who may like to join you.

Retirement Reinvented – Part 6

In Part 6 of this 6 part seminar series you’ll create a plan to achieve your retirement vision.

You’ll build on the research from part 5 and get clarity on whether full-retirement or semi-retirement is right for you.

You’ll get sense of when might be the right time to retire or semi-retire.

You’ll have a chance to “step into” experiencing your vision of retirement and receive tools and a strategy to help you refine your plan and begin to take action to make it a reality.

You’ll also book your follow up session with your coach for early in 2015.

The cost of this event is included in the overall cost of this seminar series.

Call Sue at 778-265-6880 to register or for more information. Visa and MasterCard accepted.

Retirement Reinvented – Part 5

In Part 5 of this 6 part seminar series you’ll create a budget to support your vision of your ideal retirement.

We’ll hear from a local expert Financial Advisor who will share their experience in advising clients on planning their retirement. You’ll have the opportunity to ask questions about how you might best achieve your retirement vision.

You’ll leave the session with some things to research in order to complete your financial plan for retirement.

The cost of this event is included in the overall cost of this seminar series.

Call Sue at 778-265-6880 to register or for more information. Visa and MasterCard accepted.

Retirement Reinvented – Part 4

In Part 4 of this 6 part seminar series you’ll explore where the best place to live might be to support your retirement goals and what the accommodation might look like in that place.

We’ll explore the many options that you could consider to support your retirement vision.

You’ll have the opportunity to evaluate how your choice of location could impact the people and things that are most important to you and support your vision for your retirement.

You’ll receive checklists to help you evaluate what’s mandatory and what simply “nice to have” for your location and home features during your retirement.

The cost of this event is included in the overall cost of this seminar series.

Call Sue at 778-265-6880 to register or for more information. Visa and MasterCard accepted.

Retirement Reinvented – Part 3

In Part 3 of this 6 part seminar series you’ll clarify the vision of your ideal retirement created in Part 2.

We’ll explore what brings you joy and fulfillment and confirm that the plan you’re building considers this.

You’ll review your plan and may make some changes to better align with what would lead to a truly satisfying retirement.

The cost of this event is included in the overall cost of this seminar series

Call Sue at 778-265-6880 to register or for more information. Visa and MasterCard accepted.

Retirement Reinvented – Part 2

In Part 2 of this 6 part seminar series you’ll create a vision of your ideal retirement based on what you discovered in the “What’s Important to me NOW” workshop.

We’ll explore how the traditional view of retirement is changing and you’ll get to “try on” some new ideas for what your retirement might look like and see how well they fit for you and what’s important to you.

Come prepared to have fun and open your mind to some new possibilities.

The cost of this event is included in the overall cost of this seminar series

Call Sue at 778-265-6880 to register. Visa and MasterCard accepted.

Retirement Reinvented Part 1

This series of 6 seminars on consecutive weeks will allow you to explore new possibilities for your retirement. You’ll get clarity on what an ideal retirement or semi-retirement might look like for you and build a plan to achieve it.

In addition to the workshop activities you’ll receive a one-on-one coaching session with Life Transitions Coach Sue Maitland on the topic of your choice to get you on track for the new year.

Each Session builds on the previous session, so attendance in all 6 sessions is required.

We all need a plan for our retirement. If this is something that you know you need to do and yet you keep putting it off, don’t procrastinate any longer – sign up for this seminar series and make it happen.

Imagine the feeling of satisfaction you will experience, knowing that you have a personalized retirement plan developed by you to support your own specific wants and needs. Having this clarity will serve as a beacon and allow you to make life choices that support your retirement vision.

In this 6 Part Series you will:

1) Clarify what’s most important to you now and in the future – you’ll do this in the “What’s Important to Me NOW?” workshop on October 25th

2) Create a vision of retirement based on what you learned in Part 1

3) Clarify the vision – really explore what life will look like for you when you retire

4) Determine the best place to live and type of accommodation to support your retirement

5) Build a retirement budget

6) Build a plan with target dates to achieve your ideal retirement vision

Are you ready to take charge of your future?

Call me, Sue Maitland TODAY at 778-265-6880 to register or for more information. Visa and MasterCard accepted. Spaces are limited and there’s a bonus extra coaching session for anyone who contacts me to reserve their seat before 5pm on Saturday October 11th.

The entire series with all materials provided is only $500. With the extra coaching session the total value is $840.

Make this investment in yourself and your future today and enjoy less stress and more confidence in where you’re going and why.

 

 

 

Copyright © Sue Maitland Life Transitions Coach 2017 - All rights reserved