With increased longevity over the last century, a one-size-fits-all approach to retirement planning no longer makes sense.
Plan sponsors, advisors and plan members can adapt to the new reality by taking a design approach to retirement (longevity) lifestyle. In addition to helping members successfully transition into their post-career lifestyle, this increased focus on plan member experience will be critical to attracting and retaining the talent needed to thrive in the future of work.
Join future of work expert Simon Chan and bestselling author Mike Drak for a webinar that will introduce you to a new standardized step-by-step process for longevity lifestyle design that can be used by retirement coaches, advisors and plan members. Mike’s latest book Longevity Lifestyle by Design launched in September. The e-book is available as a free download at www.longevitylifestylebydesign.com.
Thursday, December 8, 2022
1:00 - 2:00 PM ET
Free- Members of Any ISCEBS Chapter
$30 - Non-Members
Please click here to register. Add the event to your calendar and a Zoom meeting invitation will be provided just prior to the event.
Tammy Phelps, ISCEBS Fellow 519-615-1474 or
Trudy Parker, CEBS 226-979-0880
Tax ID #25-1503564
This program qualifies for 1 CEBS compliance credit.
Visit www.cebs.org/compliance for more information.
THE SOUTHWESTERN ONTARIO CHAPTER WOULD
LIKE TO THANK THE FOLLOWING SPONSOR!
Simon is the Founder and CEO of Adapt with Intent Inc., a boutique advisory and coaching firm that helps individuals, leaders and organizations adapt to the Future of Work. He is an Advisor, Keynote Speaker and Executive Coach who specializes in helping organizations recognize emerging trends and transform their strategy and workforce so they can thrive in an increasingly complex environment.
Simon is a seasoned executive with over 25 years of experience. He has a diverse background in financial services, technology, academia, and not-for-profit sectors. He has held a variety of senior positions in strategy, corporate innovation, talent attraction, product development, business development, and operations. Prior to founding Adapt with Intent Inc., Simon was Vice-President of Talent, Academy and Future of Work at Communitech, a globally recognized innovation hub. In this role, he was responsible for talent attraction, learning and development for over 1,600 companies from start-ups to scale-ups to global enterprise organizations.
Simon holds a Master of Business Administration from Wilfrid Laurier University, and he now serves as Vice-Chair of the university board of governors. He also holds CFP (Certified Financial Planner), CLC (Certified Leadership Coach), and CPRC (Certified Professional Retirement Coach) designations
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Mike Drak is an author, public speaker and recognized authority on the non-financial aspects of retirement. After having spent 38-years in the financial services industry, Mike retired and personally faced what he called “retirement shock”. During this time, Mike found himself on a journey of self discovery and authored two best selling books on retirement; Victory Lap Retirement and Retirement Heaven or Hell: Which Will You Choose?. Mike is a Senior Contributor at Booming Encore and dedicates his time to helping other retirees design a fulfilling, meaningful retirement lifestyle for themselves.
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