Financial and Business Succession Planning, J. Paul Wilson, CFP, Halifax, Nova Scotia, Canada

Managing My Life: Planning My Retirement

About Managing My Life: Planning My Retirement

Managing My Life: Planning My Retirement is a comprehensive, extremely user-friendly, e-learning course which will help you consider all the lifestyle aspects related to retirement or semi-retirement. It will help you develop a much greater awareness of what to expect in retirement, and encourage you to consider a range of lifestyle activities and second careers which are directly related to your strengths, skills and interests. In addition, it will help you plan your retirement effectively also make the right retirement decision, if you are considering an early retirement option.

It is highly recommended that your spouses also complete the program.

The Five key areas which are covered in the programs are:

 1. The Relationship between Work and Retirement - To help you realize that work provides them with a daily structure and satisfies many fundamental motivations and needs. These needs must be replaced adequately in retirement or semi-retirement, and it is best to begin the planning process before you retire.

2. Self-Motivation - To help you understand the elements of self-motivation and realize how important it is to understand and focus on your strengths, motivators and needs, when setting goals and taking action.

3. Lifestyle - Areas discussed within lifestyle include: living environment, volunteer activities, relationships, hobbies and activities, travel, exercise, nutrition and second career options.

4. Misconceptions about Aging and Retirement - To help you articulate any concerns and feelings you have and develop a more positive view toward retirement or semi-retirement.

5. Goal-Setting and Taking Action - To help you realize the importance of determining your goals, and to understand the process involved in setting realistic and measurable goals followed by action plans.

Benefits for Individuals

Extremely time effective process to help you:

• Develop a clear understanding of your strengths, motivators, and needs in order to select appropriate activities in retirement or semi-retirement which take into account these factors.

• Articulate any concerns and feeling you have about aging and retirement and develop a more positive view toward retirement.

• Determine clear choices related to second careers, living environment, volunteer activities, relationships, hobbies, exercising, nutrition and travel.

• Make a faster and better informed decision about the early retirement offer you may have received.

• Develop positive exercising and nutritional habits.

• Learn useful goal-setting techniques and how to break goals into action plans.

• Become calmer, more relaxed during this transitional stage of your life. This will also help you and your spouse concentrate more effectively on your daily tasks at work and in your personal life.

How to Purchase  

Managing My Life: Planning My Retirement is included as part of the financial or retirement planning process for my clients. Please contact Paul Wilson at paul@jpw.ca (902) 405-8665.

Managing My Life Programs for Organizations

In addition to making them available to individual employees, organizations can also offer this program DURING OUTPLACEMENT to all their affected employees. Please contact Paul Wilson at paul@jpw.ca (902) 405-8665 for details.

The Author of Managing My Life: Planning My Retirement

George Beshara is a Professional Trainer and Career Transition Coach with more than 20 years of consulting and human resources experience.
 In private practice since 1983 he has helped thousands of individuals from all walks of life in their career transition through his job search, career planning and retirement planning self-study materials, workshops and individual counselling. In addition, George has developed and delivered numerous comprehensive training programs for some of North America's largest corporations. Programs include: Managing My Life: Managing Change, Managing My Life: Managing Stress, Managing My Life: Managing My Time, Managing My Life: Direct Approach to Employment, Managing My Life: Career Choices Made Easy, Managing My Life: Planning My Retirement, Coaching and Counselling, Hiring Your Winning Team, Training Your Winning Team, and Building Your Winning Team.
More than 100,000 individuals have experienced renewal and personal growth as a result of completing one or more of his programs. George's educational background includes a business degree with a specialization in organizational behavioural and human resources management from McGill University.

Clients Who Have Used George Beshara's Services and Programs Include:

Royal LePage; CIBC Wood Gundy; Prudential; M.R.S. Inc.; Swiss Bank Canada; Government of Ontario; Government of Canada; Credit Union Central of Ontario; Loomis; The Cooperators; Foresters; Cadbury; Standard Products; Molson’s ; Eaton’s; Petro-Canada; Kraft; Smith Kline Beecham; Sun Life; Dunwoody; Sears and many others.

Addtional information on the program can be found at Managing My Retirement