Customized Retirement Planning Workshops for Organizations

Since 1977, UBC Continuing Studies has worked with labour, management and community resources to provide customized retirement planning workshops for members, employees, and their partners. One- and two-day workshops are designed to meet your organization’s needs and are held at the location of your choice.

While other retirement planning programs concentrate primarily on financial planning, our program recognizes the issues employees face upon retirement are much more complex. In addition to financial planning, our experienced instructors also examine health, lifestyle, housing, and relationship issues.

This is a great opportunity for benefit administrators and employees or members to engage in streamlined communication about retirement, pension options and expectations.

Discounts towards the Retirement Success Profile (RSP) are also available for workshop attendees.

Open sections below to program information or contact program staff at 604.822.1436 or by email.

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Benefits
Employer benefits:
  • customized workshops are designed to meet your organization’s needs
  • workshops are held at the location and time of your choice
  • opportunity to support this important life transition
  • retirees show sustained engagement and a more thorough transfer of knowledge during their remaining tenure
  • positive work environment
Employee benefits:
  • valuable strategies and information they would not likely seek outside of the workplace
  • reduction of anxiety through discussion with peers and experts in the field
  • sense of optimism while moving toward a new life phase
  • opening the lines of communication with employer during important years of transition
Who Should Attend?

Our workshops are designed for individuals and couples who are within seven years of retirement and are ready to review their options and plan for their future. They provide an excellent opportunity to share ideas and expectations for retirement.

Format and Topics

Planning for retirement encompasses giving thought to lifestyle expectations and choices. It also involves setting realistic goals and constructing a plan to achieve retirement dreams. Topics covered during the one- or two-day workshops include:

  • attitudes towards retirement
  • health and well-being
  • lifestyle planning and leisure activities
  • relationships in retirement
  • personal fulfillment
  • financial management
  • wills/estate planning
  • knowledge transfer.

Because our workshops are interactive and we encourage active participation and questions, many other topics may arise that are of interest to participants. Most topics are supplemented with a checklist activity that is either completed at the workshop or in the participant's own time.

Our Instructors

Our workshop leaders bring decades of professional experience in adult education and are experts in the field. They are committed to empowering others to positively and proactively manage their life changes. In our workshops, the program leaders will cover the major topics and provide focus and continuity throughout the two days. Adding breadth to the program, we invite guest speakers to address the issues of financial planning, pension plan(s) and legal affairs; these speakers are generally drawn from the local community.

Facilitator Bios

MAUREEN HANNAH has facilitated retirement and life planning workshops at UBC for 30 years. She has an MBA in Managerial and Organizational Leadership, is a training and development consultant, workshop facilitator and certified life/career coach. With a keen interest in retirement lifestyle planning, Maureen has been facilitating life/work planning workshops and conference sessions since 1976. As a facilitator and coach, she also specializes in collaborative conflict resolution programs and leadership and team development.

DIANA CAWOOD is an author, educator, consultant and coach whose work has been aimed at growing people's confidence and skills to bring forward more vitality, creative opportunities and happiness in their connections with others and with themselves. She also teaches at UBC's Sauder School of Business, where she has designed the leadership component of their six-day retreat for the Executive MBA for Healthcare Professionals program.

NEIL MURRAY has taught Pre-Retirement Education for Continuing Studies at the University of British Columbia since 1989. He has extensive, varied experience in the Human Resources Management, Adult Education, Management and Organization Development Consulting fields. Neil’s other professional work experience includes a variety of Federal Public Service Personnel Management roles and Human Resource Management positions, including Director of Human Resources in the Provincial Public Sector.

How to schedule a workshop

Contact us to discuss how we can customize a workshop to meet the retirement planning needs of your business or organization. Call 604.822.1436.

 

In-House Retirement Planning Workshops for Organizations

a place of mind, The University of British Columbia

 

UBC CONTINUING STUDIES
Tel: 604.822.1444 | Email
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