Jim's Retire Happy Program has been his most popular program for the past 20 years.  He has a passion for helping people retire happy and making retirement the best years of your life.

About Retirement

Retirement is on the minds of many people and demographics suggest that the next 5 to 15 years will create one of the biggest surges of people entering into the retirement phase of life. For some, retirement will be the best years of their lives but unfortunately for others, it may not be that rosy.

Jim believes retirement can be anything you want it to be . . . you simply need to take some time to figure out what you want it to be. Retirement today is different than it once was. It is no longer about relaxing, sitting on the couch, watching TV and doing nothing. Retirement today is about being busy and active doing things that you love to do.

About the Retire Happy Program

In his Retire Happy Program, Jim teaches people how to make retirement the best years in life by simply planning for the future. It's not magically going to happen on it's own.

In his program, he teaches how to plan for retirement from beginning to end. Jim walks through his refreshing and innovative perspectives of developing a retirement plan. His program is special and unique which is why thousands of attendees rave about his teaching style and content. Jim’s objective is that people walk away with a new and refreshing perspective on retirement planning and feel empowered to make improvements in life.  In his program, Jim shares many insights including:

• How retirement planning is personal. Retirement planning can be anything you want it to be. You just have to take some time to recognize what you want it to be.
• Why you may not need millions and millions of dollars to retire happy and successfully.
• How to planning design your lifestyle so you know how to spend your time as well as your money.
• How planning your lifestyle is critical to the planning process
• How to design a retirement income plan with a multiple paycheque system. You will learn where your income will come from and how to coordinate that income.
• What are the key assumptions that go into a retirement plan and why the rules of thumbs you hear about may not be accurate.
• How to maximize income by understanding the tax system and how your retirement income is taxed.
• Learn the methodology of determining ‘how much is enough’. How much money do you really need to save for retirement and where to put that savings.
• Practical knowledge on the financial aspects and tools of retirement planning like RRSPs, investing, and insurance.
• And so much more . . .

Jim's program can be customized over 1 day to 3 days.  Key hot topics can be used for 1 to 3 hour keynotes.

What audiences have said about this program

"I thought your recent Retire Happy Workshop was fantastic and very worthwhile! I found your whole approach very refreshing and encouraging. I appreciated your extensive knowledge, down to earth “you can do this” approach and most of all your energy and enthusiasm. Thanks again for a very informative day!"

- by Ellen Slaughter, Fall 2009

"Retirement planning has always been for me an anxious endeavor, with the underlying concern of "not having enough money", a message that is constantly reinforced by those individuals trying to sell me more RRSPs.  Attending Jim's workshop was like lifting a weight off my shoulders because I learned that retirement planning should reflect what I want to do and how I want to do it, and that I will be able to afford the retirement I want. I won't be pressured by financial sales pitches any more."

Thanks so much for presenting the recent Retirement Workshop.  There was so much jammed into the day that my brain is still swimming.  One of my "lightbulb moments" was learning that it's not all about the money.  I am looking forward to using the tools provided to help make my retirement "the best ever".

I have attended two of Jim's workshops. Both seminars were excellent with the second re-enforcing material from the 1st. The seminar was an excellent because the information was communicated in an easy to understand language and included a framework to manage/organize ones retirement ideas and financial needs. The presentation was well thought out with thought provoking ideas on retirement.  I would recommend anyone close to retirement to attend the seminar presented by Jim Yih.

- Jim Smitten, Summer 2010

For more information on Jim's Retire Happy Program, contact us.