New Paradigms of Retirement

Presented by: 
Tracy Theemes
Friday, May 24, 2013 - 11:00am
Point Grey Campus
Irving K Barber Learning Centre, 1961 East Mall, Room 261
Focus Area: Personal Development

 

Program Summary

It is widely recognized that preparing for retirement is the “right” and responsible thing to do. But in our changing world, it seems that our ideas of what this phase looks like have not kept up with reality. In 1960, the average adult male worker died 2.7 years after retiring. The economics of the truth are vastly different from the reality today. What are the real pitfalls we need to avoid and what are the magnificent opportunities this new world offers us?

With increased life expectancies, longer retirements, and a society with a growing absences of wisdom workers and gender disparities how can you shape an empowering life enhancing plan for yourself? What are the economics implications of having to make your money last for almost 30 years? And what does this phase of life really look like?

What you will learn

  • The four key phases of retirement and their financial impact
  • Productive Engagement: The period of life where the role of work place has shifted
  • Kilimanjaro: Time to climb mountains, start businesses, take courses and change the world
  • Home is Where the Heart is: Characterized by less travel and increased concentration on relationships and the meaning of life
  • Assisted Living: Living in community with family or others

How you will learn

  • Dynamic Lecture
  • Group Discussion
  • Small group work

Audience

AAPS members who want to learn more about the concepts of retirement planning. Not sure if this session is right for you? Contact us at aaps.pd@ubc.ca

What other members have said:

"This was such a rewarding and informative presentation, and so very well presented. I am hoping she will do another one so I can recommend it!"

Instructor Bio

Tracy Theemes has a Masters degree in Counselling Psychology. She is a Certified Financial Planner, insurance licensed and is a Fellow of the Canadian Securities Institute. She is also a Financial Divorce Specialist.

Before becoming a financial advisor Tracy spent 10 years in management with an international play equipment company.  She authored a book on outdoor play for children and travelled extensively in her role as head of the North American R & D department advocating for the needs of children in outdoor urban environments. She founded, then sold, a specialty children’s furnishing company based in the US.  Prior to co-founding Sophia Financial Group in 2009, Tracy worked as a financial advisor with Smith Barney, a US brokerage firm and after returning to Canada with a large bank owned investment firm.

Tracy was recently nominated for the YWCA Women of Distinction Award for Education and the Association for Women in Finance award for Excellence in Business. Her book The Financially Empowered Woman:  Everything you want to know about your money will be published April 22, 2013. See Tracy speak

Event Details

New Paradigms of Retirement
Date: Friday May 24, 2013
Time: 11:00am – 1:30pm
Address: Irving K. Barber Learning Centre, 1961 East Mall [view location Map]
Room: 261

Please note Tracy is also presenting Personal Financial Wellness: Myths and Realities on April 18, 2013.

To Register

Please email aaps.pd@ubc.ca starting April 24, 2013. Registered attendees will receive confirmation emails within a few days.


Cancellations: All events are costly to set up, even those which are offered at no charge. If you register, but find you are unable to attend, please let us know by either emailing aaps.pd@ubc.ca or by calling the office at 604-822-9025. If you have any questions regarding the AAPS PD Program, please contact aaps.pd@ubc.ca.