When we think of retirement readiness, money is the first thing that comes to mind. But money alone doesn’t guarantee a successful and fulfilling retirement. A retirement plan needs to include a clear vision for life after work. In addition to the financials, this includes the lifestyle and emotional aspects that are often overlooked.
In this webinar, Mike Drak, best-selling author of Victory Lap Retirement and Retirement Heaven or Hell, will discuss why having an all-encompassing retirement plan is critical. He’ll review the 3 stages of life after work, the importance of a lifestyle plan, and 9 principles for designing an ideal post-career lifestyle.
Mike will be joined by Michelle Oram, who will discuss how employers can help set employees up for success.
Wednesday, June 9, 2021
1:00 - 2:00 PM ET
Free- Members of Any Canadian ISCEBS Chapter
$30 - Non-Members
Please click here to register.
Tax ID #25-1503564
This program qualifies for 1 CEBS compliance credit.
Visit www.cebs.org/compliance for more information.
Mike is a thirty-eight-year veteran of the financial services industry and lives with his wife, Melina (also known affectionately as "The Contessa"), in Toronto.
He started his own Victory Lap in 2014 and is currently working with his wife, an investment advisor, helping her clients design their own fulfilling retirement lifestyles.
Mike is a best-selling author, award winning blogger, public speaker, and retirement lifestyle designer. His retirement blog articles can be found at boomingencore.com.
His best seller Victory Lap Retirement was based on the realization that traditional full-stop retirement doesn’t work for most people anymore due to increasing longevity. The book presents a new life model better suited to today’s reality.
His follow up book Retirement Heaven or Hell, released January 2021, shows people how to design and transition to their own unique retirement lifestyle. This book also outlines the valuable retirement lessons learned from the pandemic and introduces the nine retirement principles for a long, healthy fulfilling life.
Michelle Oram, CEBS, ISCEBS Fellow
Product Owner, Financial Wellness, Manulife, Waterloo, Ontario
Michelle has worked in the group benefits and retirement industry for 30 years. Her background includes a variety of operations, training, compliance, product and marketing roles. In her current role as Product Owner, Financial Wellness, Michelle oversees strategy and solutions to guide Manulife's group retirement plan members to successful retirement and financial wellness outcomes.
Michelle earned the Certified Employee Benefit Specialist (CEBS) designation in 2003 and has held ISCEBS Fellow status since 2013. She is a former president of the Southwestern Ontario Chapter of ISCEBS. She is currently serving as Secretary-Treasurer on the ISCEBS Governing Council. Michelle has been a regular speaker at Southwestern Ontario Chapter sessions and at Symposium. She is a graduate of Wilfrid Laurier University and holds a Certificate in Adult Education from Conestoga College.