Retirement Readiness: Beyond the Dollars and Cents

Retirement Readiness: Beyond the Dollars and Cents

with Terry Olexyn CPA, CMA

Date: Tuesday, November 18
Time: 10:30 a.m. – 11:30 a.m.
CPD: Up to 1 CPD hour

When most people think of retirement planning, finances are the first thing that come to mind. But once the budget is balanced and the nest egg secured—what comes next?

In this insightful session, Terry Olexyn explores the often-overlooked non-financial dimensions of retirement that are essential for a fulfilling and successful transition. From emotional and psychological shifts to social and lifestyle changes, participants will gain a deeper understanding of what it truly means to retire well.

What you’ll learn
Through real-life examples and practical strategies, this session will help you:

• Prepare for the emotional and mental transitions that come with leaving the workforce
• Maintain physical health and mental well-being in retirement
• Build and sustain meaningful social connections
• Redefine your sense of purpose and identity beyond your career
• Design a post-retirement lifestyle that feels rewarding and aligned with your values

Because true retirement readiness isn’t just about being financially secure—it’s about building a life that’s vibrant, connected, and purpose-driven.