Startling facts:
- 66% of boomers are unprepared for retirement.
- Only 33% will be able to maintain their current lifestyle.
- 80% report not being confident about meeting retirement goals.
- Over 60% are concerned about lifestyle, finding friends, loss of identity, health, relationships with family, including with partner or spouse.
Solutions/Services
- By offering workshops, lunch ‘n learns, webinars, books and articles, employees feel more valued and supported. Assisting employees with retirement planning shows that an employer cares about employee long-term well-being, which generates goodwill, a more positive work environment, and higher job satisfaction.
What’s in it for participants?
- Improved understanding of retirement challenges and opportunities
- Increased preparedness to transition into retirement
- Improved confidence
- Improved mental health
Employer Benefits
Employers benefit from helping employees prepare for retirement through increased productivity, higher employee retention rates, enhanced talent attraction, and improved employee morale and well-being.
Companies & Organizations
- Agency for Co-Operative Housing
- Ontario Ministry of Agriculture & Food
- P&F Tool & Die
- Nesbitt-Burns
- City of Lethbridge / City of Belleville
- Ontario Nurses Association
- Anglican Church of Canada
- Catholic Women’s League of Canada
- Ontario Association of Fire Chiefs
What participants say:
- “Informative, impactful and fun!”
- “Exceeded expectations; was enjoyable and educational”
- “Great springboard for 50+”
- “Very insightful”
- “Excellent speaker. Enjoyed the stories and examples – great session”
- “Thanks to my organization for offering this opportunity”
For information
Rick Atkinson, MBA, CHRP, CMC, FDFS


