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Courses/Finance/Retirement Planning

Beyond Retirement: Achieve a Meaningful Re-Engagement

What You Need to Achieve a Meaningful Re-Engagement

Created byIsabelle St-Jean
4.3
(161 reviews)
IntermediateUpdated May 17, 2025
Beyond Retirement: Achieve a Meaningful Re-Engagement

What You'll Learn

check_circleAssess personal readiness for retirement across emotional, relational, and practical dimensions.
check_circleUnderstand the four stages of the retirement transition and how to navigate them.
check_circleRecognize common retirement pitfalls and strategies to avoid them.
check_circleDevelop a clear post-retirement vision and action plan based on personal values and transferable skills.

About This Course

Retirement is more than a financial milestone—it’s a major life transition that requires emotional readiness, personal clarity, and a thoughtful plan. This course offers a comprehensive, research-informed framework to help participants assess their retirement preparedness beyond dollars and cents. Through guided reflection, written exercises, and real-life examples, you'll explore the four key stages of retirement, identify potential challenges, and develop a deeper understanding of your evolving identity, values, and life purpose.

Participants will learn how to manage common stressors such as changes in routine, marital dynamics, and loss of professional identity. The course also emphasizes emotional intelligence and soft skills that are crucial for successfully navigating this transition. By the end, you’ll replace anxiety with clarity—equipped with a realistic, personalized, and inspiring action plan for re-engaging with life after retirement.

Your Instructor

Isabelle St-Jean
Isabelle St-Jean
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star161 reviews

Isabelle St-Jean, RSW, PCC, RTC is a Registered Social Worker, Professional Certified Coach (accredited by International Coach Federation), Certified Retirement Coach, and a Registered Therapeutic Counsellor and author of Living Forward, Giving Back: A Practical Guide to Fulfillment in Midlife and Beyond. Since 2012, she has delivered numerous retirement seminars in several provinces coast to coast and in the U.S., helping people to successfully navigate the major work/life transition of retirement. She has initiated two award-winning and best-selling anthologies: Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace, which she also co-authored, and Audacious Aging. Isabelle is a regular contributor to the PeopleTalk magazine from CPHR – BC.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.3
Student's Choice
161 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.