Why Help Employees Prepare for Retirement?

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