Rick Atkinson BCom, MBA, CHRP, CMC, FDFS

Founder & President of: whencaniretire

• Richard (Rick) Atkinson is Founder & President of RA Retirement Advisors specializing in retirement planning. Known as Mister Retirement, he is a well-known author of five books on holistic retirement. Don’t Just Retire – Live it, Love. It! Strategies for Retiring Right! Why Me? And No Gold Watch! Life After Work: Live it, Love it! Coaching Clients for Retirement – a Prime and two workbooks The First Step! and Strategies for Retiring Right!

• Rick is a sought-after speaker and facilitator of well-received retirement workshops. He also coach’s clients in how best to prepare for life after work.

• Rick works with wealth managers and financial advisors to better serve clients.

Pension plans, RRSPs, estate plans and IPPs are one side of retirement.  These topics are common, but what about a retiree’s shrinking social network, the possibility of loneliness, not knowing what to do with one’s time? 


Today’s wealth managers and financial advisors are being called upon to offer clients a more holistic and fulfilling approach to retirement – one that strategically meets their overall needs.


Key Components:

• What’s keeping boomers up at night? 
• The difference between unsuccessful and successful retirees
• The importance of building a realistic and well-rounded vision of retirement and creating and implementing a plan to make it happen!
• The main 9 strategies for retiring right! 
• Building a realistic vision and plan 
• Living a balanced leisure lifestyle 
• Importance of legacy
• and six more, plus a retirement planning report card

Benefits – Clients/Advisors

• Benefits for clients (when client/advisor holistic retirement discussions held) 
• A sharpened understanding of needs and interests before crisis occurs
• Creating a fully integrated retirement life plan to protect time and money
• Discovery of opportunities
• Preparation for a life that supports increased health, energy & personal fulfillment
• Benefits for you, the advisor
•  Increased wallet share
• Client retention
• Referrals from family, associates, circle of friends
• Value-added service differentiating from other advisors
• Better matching solutions to actual long-term needs (probing)
• Knowing your client (compliance)

A note about the CE credits - These CE credits can also be used for the following Regulators and Associations. Please check the appropriate website for further CE information. 

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE - CHECK OUR APPROVED MFDA Courses here MFDA APPROVED CE COURSES.

FP Canada - Please note – This presentation can count towards General CE requirements. Effective January 1, 2025. FP Canada's CE requirements are now grouped into three categories: Financial Planning, Professional Responsibility, and General CE including Giving Back. CE in the Financial Planning & Professional Responsibility category must be accredited by FP Canada

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General CE - Does NOT NEED TO BE ACCREDITED by FP Canada to meet FP Canada's requirements. View all the General CE information HERE.

(IIROC) - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.

Certificates, payment receipts and online instructions will be emailed directly after the webinar.