The Three Pillars of Lifestyle Planning for the Seven Stages of Retirement

✨ We invite you to design a future that works for you. Whether you are supporting loved ones or planning your own future, this session offers tips and structure to navigate retirement with clarity and confidence.
Our Shared Message

We don’t plan for retirement once.
We plan for it every day, throughout retirement.

This session introduces the Seven Stages of Retirement, a framework that helps us understand the emotional, financial, and practical realities that unfold over time:
1. Pre‑Retirement (The Planning Years
2. The Retirement Event: The Big Day
3. The Honeymoon Phase
4. Disenchantment
5. Reorientation
6. Stability: A New Routine — The Golden Years
7. Reflection & Legacy

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Why This Session Matters

As professionals with lived experience, we know that planning for retirement is not just about money. It is about building a life that remains meaningful through every stage. This is where Lifestyle Planning comes in - a holistic, ongoing practice that integrates financial clarity, insurance protection, and organized affairs.

• Protecting autonomy and dignity

• Preparing for transitions

• Reducing complexity

• Supporting caregivers

• Ensuring wishes are known and respected

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🎯EVENT #1 - IN-PERSON
🗓 Date: Thursday, March 12
🕕 Time: 2:00 PM to 4:00 PM
📍 Location: Aberthau Mansion – West Point Grey Community Centre – 4397 W2nd Ave. at NW Marine Dr., Vancouver
➡️ Seating is LIMITED - first-come-first-served (with a waitlist for cancellations)
Format:
2:00 - 3:45 PM: Live, in-person, two-hour presentation
3:45 - 4:00 PM: Live Q&A
Takeaways:
Practical tips, tools, and techniques to anchor your approach to planning for the extended arc of a modern retirement.
🎤 Guest Speakers (in order of appearance)
Pillar 1. Financial Planning – Paige Brettle (Doyle & Associates Private Wealth Management)
Paige provides spending, saving, investing, and long‑term sustainability guidance across all seven stages of retirement, informed by her training in Trauma of Money, health and sickness insurance, and elder planning.
Pillar 2. Insurance Protection & Planning – Jess Brown (Financial Confidence)
Jess provides protection against health events, disability, long‑term care needs, and unexpected life transitions, while also supporting estate planning strategies that strengthen business continuity and family wealth transfer.
Pillar 3. Organizing & Simplifying Affairs – Linda Chu (Out of Chaos)
Linda assists with reducing complexity, documenting wishes, and preparing for future transitions through practical organization and life‑management strategies.
What You’ll Learn

• A framework for supporting parents, loved ones, or your own future
• A clear understanding of the Seven Stages of Retirement
• Insight into the emotional and practical transitions that shape each stage
• Tools to integrate financial, insurance, and organizational planning
• Strategies to protect autonomy, dignity, and personal wishes
• A deeper appreciation for retirement as a dynamic, evolving journey

Who Should Attend

• Canadians approaching or already in retirement
• Caregivers and family supporters
• Anyone seeking a holistic, proactive approach to the later years of life

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🎯EVENT #2 - ONLINE via ZOOM
Agenda:
A live 90‑minute online session featuring the same content as the in‑person event.
🗓 Date: Saturday, March 21
🕕 Time: 10:00 AM to 11:30 AM
📍 Location: Online via Zoom
➡️ Seating is UNLIMITED
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About the 360 Life Plan Series
This event is part of the 360 Life Plan Series, a collaborative, interdisciplinary initiative designed to prepare Canadians for the full arc of retirement and aging.
The premise of this series?
We are all living longer - and dying longer - so how do we embrace the realities and avoid preventable mistakes?
Unless death comes suddenly, our physical and cognitive abilities will decline.
Without clear documentation, simplified affairs, trusted caregiving support, and a team for our personal care and estate management, the consequences of improper (or non-existent) planning can be significant and even devastating.
The 360 Life Plan Series exists to change that.

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 Express Consent: By providing my telephone number and/or email address above, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management. We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

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Host or Publisher Paige Brettle