Retirement by Design | Wealth Workshop for Business Owners

Ready to learn how to intentionally design for your retirement? Join us for Retirement by Design from the Monai Wealth Financial Clarity Series. This is an in-person session designed for business owners who are ready to turn decades of hard work into a retirement that actually delivers — and leave with a clear, actionable plan to structure their income, manage their costs, and step into the next chapter with the freedom and confidence they've earned.

Date & Time:

October 27,

1:00pm - 4:00pm

Location:

Touchdown Coworking, 2030 Bristol Circle, Suite 210, Oakville, Ontario

Presented By:

Helen Ching, RRC, MBA, P.Eng.

Wealth Advisor | Monai Wealth

Format:

3-hour in-person session, with concept and case study in the first two hours, and an interactive workshop in the last hour. Bring your laptop for the hands-on exercise.

Fees:

Space is limited. Grab your spot early.

Super Early Bird until September 27: $139 + HST

Early Bird until October 12: $189 + HST

Regular until October 27: $239

Who it’s For:

✔️ Business owners who are within 5–15 years of retirement and want to know if what they've built will actually be enough — and what to do if it isn't

✔️ Business owners who haven't yet had a real retirement plan

✔️ Business owners who want to move into retirement with clarity and confidence — knowing their wealth is structured to support the life, the freedom, and the legacy they've spent decades building toward

What You'll Walk Away With:

• A clear understanding of whether your accumulated wealth is structured to sustain the retirement you actually want — and exactly what to prioritize first.

• Real-world insight through the stories of business owners who built wealth, used it with care, and designed a retirement that gave them freedom, purpose, and peace of mind.

• The confidence and a concrete action plan to move into your next chapter — with income that lasts, healthcare costs accounted for, and a life that reflects everything you worked to build.

Photography & Recording Consent

By registering for and attending this event, you acknowledge and agree that the event may be photographed, filmed, audio-recorded, and/or live-streamed. You grant the organizers the irrevocable right to capture your image, likeness, voice, and any statements made during the event, and to use, reproduce, edit, and share this content across any media—including social media, websites, marketing materials, and promotional channels—without compensation, notice, or further approval.

If you do not wish to be recorded or photographed, please notify a member of the event staff upon arrival, and we will make reasonable efforts to accommodate your request.