Looking forward … future planning.


Should you move after retirement?

Retirement. Feelings of freedom and independence are most often associated with retirement. However, for many it can cause overwhelming feelings of anxiety and unpreparedness. “Where will we live?” or “What can we afford?” are typical questions that can lead to this uneasiness in retirement.

In previous workshops we have discussed the importance of creating a plan now, in order to be financially prepared for retirement. In this workshop we will focus on one of the most difficult decisions to make while living in retirement – when and if to downsize and what options are available to you?

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands.

This event took place at the Thornhill Golf & Country Club on Tuesday, July 19th 2016 between 12:00 and 1:00pm.

You will learn:

  • What motivates retirees to move?
  • What options are available?
  • How to decide which option is best for you.
  • Retirement residences vs. Long term care homes.
  • How can my family play a role in my decision making?

About Our Speaker

Lisa TraczLisa Tracz has been working in the retirement industry for close to 3 years and has 20 years in the hospitality business. She is a well-known communicator within industry circles and a great supporter in helping seniors in financial need.

A philanthropic life with Sick Kids Hospital and Helping Hands Foundation Inc. by day, and a busy home life and all that comes with being a mom of three.

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