As an organization that’s been offering financial products and resources exclusively to the education community since 1975, Educators Financial Group has seen teachers and educational workers through their first day on the job, all the way to retirement and beyond. So we’ve seen firsthand that the ‘financial side’ is only one aspect of education members’ planning for retirement. There is also the personal.
• “What will my life be like when I retire?”
• “What are my goals after teaching?”
• “Will my needs change?”
• “How will I adjust?”
To answer these, and a series of other retirement questions that cover both the personal and financial perspectives, Educators Financial Group has partnered with Doctor Alan Roadburg, the founder of the Second Career Program, to bring you Retiring from Education: The Secret to Retirement Happiness. Drawing upon the advice and personal experiences of hundreds of retired educators across Ontario, Retiring from Education is more than a webinar — but the definitive education members’ guide on how to make the most out of their retirement.
Featuring: Karen Hubbard, Financial Planner – Educators Financial Group
Featuring: Doctor Alan Roadburg, Founder of the Second Career Program
Moderated by: Bruce Sellery, financial journalist and former BNN anchor
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Retiring from education: What will my life be like when I retire?
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RETIRING FROM EDUCATION:
The secrets to retirement happiness
2. Retiring from Education
Meet your moderator
Bruce Sellery
Personal Finance Expert
Author, Moolala; Columnist at Moneysense and
CBC’s Lang & O’Leary Exchange
3. Retiring from Education
Meet your subject matter experts
Financial Planner – CFP
Educators Financial Group
Karen Hubbard Doctor Alan Roadburg
Founder of the
Second Career Program
4. Retiring from Education
Survey Findings:
• Main advice - plan your time: 55%.
• Working in retirement: 66%.
• Reasons for working - strictly financial: 15%.
Retiring from education
5. Retiring from Education
Our agenda
• Lifestyle readiness
• Life goals and financial goals
• Balancing the retirement plan and financial
reality
• Q and A/wrap up
15. Retiring from Education
Shortfall at retirement
Shortfall
Revise Financial Plan
• Extend retirement date
• Work part-time
• Sell assets
• Change risk tolerance
• Save more
Revise Life Goal Plan
Create new plans: same needs,
different activities, lower cost.
Original Plan
18. Retiring from Education
Getting started
• Complete the lifestyle readiness quiz
www.afterteaching.com/educatorsfinancial/
• Start the discussion
• Order the eBook (Available soon) – only $5
• 50% off (Courtesy of Educators Financial Group)
• Book a consultation with one of our financial specialists
• Visit our website – and specifically The Learning Centre
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• Call us at 1.800.263.9541
19. Retiring from Education
Disclaimer
The information provided is general in nature and is provided with the understanding that it may not be
relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice.
Attendees and readers should consult a financial planner and their own accountant and/or legal advisor
for specific advice related to their circumstances. Educators Financial Group will not be held
responsible or liable for any losses, costs, damages or expenses incurred by reason of reliance as a
result of the aforementioned information. The information presented was obtained from sources that are
believed to be reliable. However, Educators Financial Group can not guarantee their completeness or
accuracy. Commissions, trailing commissions, management fees and expenses may all be associated
with mutual funds. Please read the simplified prospectus before investing. Mutual funds are not
guaranteed, their value changes frequently and past performance may not be repeated.
