It is everyone’s dream to retire happy and wealthy. However, this could turn out to be a nightmare without proper preparation.
 
In this module I offer retirement wisdom you won’t receive from an ordinary financial advisor.
What sets this retirement program apart from all the others is that its holistic approach to the fears, hopes, and dreams that people have about retirement.
 
 
QUICK SUMMARY
 
It is everyone’s dream to retire happy and wealthy. However, this could turn out to be a nightmare without proper preparation.
 
In this module I offer retirement wisdom you won’t receive from an ordinary financial advisor.
What sets this retirement program apart from all the others is that its holistic approach to the fears, hopes, and dreams that people have about retirement.
 
 
OVERVIEW
 
Retirement is not a time to sleep, but a time to awaken to the beauty of the world around you.
 
This course offers retirement wisdom that you won’t receive from an ordinary financial advisor. Contrary to popular wisdom, many elements – not just having a million in the bank – contribute to happiness and satisfaction for today’s retirees. Indeed, physical well-being, mental well-being, and solid social support play bigger roles than financial status. For a number of people, their work was a barrier to the lives they wanted; now that they have retired, they are free to live life to the fullest.
 
This module celebrates retirement because it is the beginning of a new chapter in one’s life. It is an opportune time to get better – psychologically, materially, and spiritually. Moreover, retirement allows you to do what you don’t like as little as possible and what you like as much as possible.
 
It will also seek to answer two questions in the mind of all retirees:
1. Why do some people thrive in retirement while others shrivel?
2. What can I do to ensure I will thrive in retirement?
 
 
CONTENT
 
The whole course includes:

  • Who am I now that I am retired
  • Transition to a smaller world of responsibility and authority
  • Creating structures and routines with your leisure
  • Becoming a healthy you
  • Take a joy course for personal growth, self-development, and lifelong learning
  • The legacy you want to leave behind

 
 
TARGET AUDIENCE
 
Individual or organization whose employees are retiring or about to retire in a few years’ time.
 
I have spoken on this topic to a wide array of audiences – institutions, bank corporations, airline industry, and business associations.
 
 
POSSIBLE PRESENTATION FORMAT
 
This presentation can be delivered as a keynote, workshop, or half-day seminar. Keynotes can range from 40–70 minutes, depending on your needs. The ideal keynote length is one hour.
 
 
METHODOLOGY
 
The speakers will use creative lecture and facilitator-led discussions.
Languages of instruction are English and Filipino.