Upcoming Webinar
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Traditional retirement planning and education focus primarily on income adequacy. Financial readiness is a critical piece of the retirement puzzle, but money alone doesn’t guarantee a successful retirement.
Research from the Retirement Coaches Association revealed a gap between pre-retiree expectations and the actual experience of retirees. Financial advisors, employers, and sponsors of workplace retirement plans are uniquely positioned to close that gap. Join this webinar to learn how a more holistic approach to retirement planning can increase retirement readiness and help employees make the most of their next chapter. The webinar will discuss how non-financial aspects of retirement readiness like physical and mental health, social connections, home and location, and lifestyle planning complement a solid financial plan. The presentation will cover the four steps in the retirement lifestyle planning process, and how the steps work together to help employees confidently transition to a retirement filled with purpose and connection. The session will also offer suggestions on ways employers and financial advisors can expand conversations around retirement readiness to set people up for success in their next chapter. |
Date:
Monday, June 15, 2026 Time: 1:00 - 2:00 PM ET Costs: Free - Members of any ISCEBS Chapter $30 - Non-Members Registration: Add the event to your calendar and a Zoom meeting invitation will be provided just prior to the event. Questions: Email the chapter 
This program qualifies for one (1) CEBS compliance credit.
Visit www.cebs.org/compliance for more information. |
SPEAKER:
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Michelle Oram, CEBS, CPRC
Retirement Coach Second Life Vision After helping people save and prepare financially for retirement for over 30 years, Michelle is now focusing on the non-financial side of retirement. As a Certified Professional Retirement Coach (CPRC), Michelle offers retirement coaching services to individuals and groups.
During her career in the group retirement industry, Michelle developed skills in financial education, retirement plan administration, training, product development, marketing, and plain language communication. Michelle earned the CEBS® designation and is CEBS Compliant. She is a past President of the Southwestern Ontario Chapter and the ISCEBS Governing Council, a board member of the Southwestern Ontario Chapter, and is a regular speaker at chapter sessions and Symposium. She is a graduate of Wilfrid Laurier University, holds a certificate in adult education from Conestoga College, and a Plain Language Certificate from Simon Fraser University. |