This workshop is designed for participants who are age 45 and older and would like to evaluate their ability to maintain their lifestyle at a chosen retirement date. 

Overview
The workshop will help participants to:
•  Identify and address any immediate issues with respect to a retirement plan
•  To provide a planning framework to help in planning long term goals
•  To provide specific information in the key areas of lifestyle, finance and estate
    planning.

 Focus:
The workshop will focus on some of the following issues:
•  Lifestyle retirement planning
•  Will you have enough income?  How much is enough?
•  The role of an employee benefit plan and how does it fit with pensions from the
   government  and income from savings?
•  With nearly fifty percent of Canadians invested in a market that is volatile, what are
    the implications of a financial plan?
•  Legal and estate planning
•  Can we maintain our lifestyles at retirement?  How does one recognize the
    priorities for decision making that may have a long-term impact on greater life
    satisfaction in retirement?