If you’re not yet retired, this workshop will tell you what to expect. If you are retired, it’ll help you makes sense of the changes you’re experiencing.
Riley helps participants determine which Phase they are in currently, as well as identify your Unique Ability, your life’s High Points, and your Sweet Spot. At the end they’ll have a clear sense of where they are now, and an action plan for moving forward to a more satisfying and fulfilling future.
You will learn about:
- The Four Phases of Retirement
- The Five Unavoidable Losses
- The Brain and the Bicycle
- Your Unique Ability
- Your “Sweet Spot”
Special Guest Speaker
During his varied career, Dr. Riley Moynes has worked as administrator, advisor, author, consultant, educator, entrepreneur, mentor, publisher and researcher. He waltzed through Phase One of retirement, struggled through Phase Two, tried a dozen ventures in Phase Three, and now in Phase Four helps entrepreneurs polish, package and publish their stories for distribution in their niche markets.
The McClelland Financial Group Speakers
An expert on how to minimize risk and maximize income
during pre and post-retirement stages, Rob McClelland has assisted thousands of investors achieve their financial goals over the past 25 years. A prolific speaker and financial educator, Rob has been a featured guest on ‘Report on Business’ and has written for the Canadian-acclaimed newspaper, the Financial Post. Rob has built a successful business at The McClelland Financial Group as evidenced by being honoured as one of the top 50 financial advisors in Canada the past 3 years.
Michael Connon is a Senior Financial Planner and co-owner of The McClelland Financial Group of Assante Capital Management Ltd. Throughout his career, he has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Proctor & Gamble, etc. Michael has achieved a Certification in Estate Planning and Trust Strategies, in addition to being a Certified Financial Planner professional. The CFP designation is deemed to be the international standard at which Financial Planners are measured.
Carlo Cansino has achieved several industry designations such as the Financial Management Advisor and Fellow of the
Canadian Securities Institute, regarded as the highest honour and most senior credential in Canadian financial services. He is also a Certified Financial Planner professional. Carlo Cansino has written for Wealth Professional magazine in addition to actively contributing to Investment Executive, Canada’s national newspaper for financial services industry professionals. The lead article writer for our client newsletter, Carlo also has a following on our YouTube video channel.