From Reflection to Action: Building Your Personalized Non-Financial Retirement Roadmap

From Reflection to Action: Building Your Personalized Non-Financial Retirement Roadmap

with Terry Olexyn CPA, CMA

Date: Thursday, December 4
Time: 9:00 a.m. – 12:00 p.m.
CPD: Up to 3 CPD hours

Retirement isn’t just a financial milestone—it’s a major life transition that calls for reflection, creativity, and intention. In this interactive workshop, Terry Olexyn offers a fun, creative approach to designing a meaningful life after work.

Participants will explore three powerful questions to guide their journey, learn how to reinvent themselves beyond their careers, and prepare for key conversations that strengthen relationships. Through guided reflection and hands-on exercises, attendees will build wellness habits for body, mind, and spirit—and begin shaping a retirement lifestyle aligned with their values and passions.

What you’ll learn

• Prepare for the emotional, psychological, and social shifts that come with retirement.
• Build wellness habits that support body, mind, and spirit.
• Redefine purpose and identity beyond your career.
• Explore new interests and evaluate your support network.
• Create a clear and personalized retirement roadmap.

Workshop activities

• Retirement Readiness & Wellness Assessment: Build a personalized roadmap, whether you're approaching retirement or already navigating it.
• Thriving Into Retirement Worksheet: Use positive psychology to uncover and address gaps left by leaving the workplace.
• The Curious List and Friend List: Discover new interests and assess your social support network.
• Legacy Notebook: Reflect on your life’s journey, clarify your values, and create a meaningful gift for future generations.
• Retirement Well-Being Worksheet: Explore three essential questions that lay the foundation for a healthy retirement.
• No Regrets Retirement Exercise: Engage in guided reflection on what matters most in life and retirement.
• Retirement Wellness Plan: Prioritize meaningful actions and identify next steps with clarity and confidence.

Prework
Participants will be asked to complete and print the online Retirement Readiness Assessment prior to the session (estimated time: 15–30 minutes).