Lifestyle Planning

1 hour instructor-led seminar or webinar
For general audience


Lifestyle Planning is an exercise that not many individuals under take. This is quite unfortunate since lifestyle planning can complement a financial plan. By outlining a basic lifestyle plan you can adjust your financial plan to be sure you will have the finances necessary to support your desired activities in retirement.

We spend our entire working lives thinking of, looking forward to and planning for retirement. As the time grows near, we become so accustomed to ‘the daily grind’ and often begin to worry about how we will spend our newfound time. With a little bit of constructive and creative thinking, you will be able to create a lifestyle plan that will allow you to:

  1. Understand what you did not like about your career
  2. Recall what you did like about your career
  3. List some possible activities that you would like to pursue in retirement
  4. Be aware of what you are not looking forward to in retirement - to avoid disappointments.


As is the case with financial planning, by creating a lifestyle plan you will be able to plan for your retirement. By addressing your likes and dislikes, you can make sure that you effectively plan for the most pleasant retirement possible.

Learning objectives

At the end of this seminar, participants will be able to do the following:

  • Apply the power of positive thinking and understand the importance of finding something to ‘retire to’ instead of something that you are ‘retiring from’
  • Understand why retirement is not the end of your ‘career’ but instead the beginning of a new type of ‘career’
  • Learn more about lifestyle planning and the fundamental components of a lifestyle plan
  • Modify your financial plan to ensure that you will have adequate money to meet your desired lifestyle in retirement.

Want to learn more?

One of our team members will be happy to assist you.