The Perfect Retirement is About Spending Time
Not Just Money

The Perfect Retirement Program is based on exclusive research with 2,400 retirees. It is a ready-to-run lifestyle education workshop that helps participants plan how they will spend their time in retirement, so it is worthwhile and enjoyable.

View Workshop Sample

Developed by Dr. Alan Roadburg, based on research with 2,400 retirees.

How it is Presented

A structured, step-by-step workshop experience

The program is delivered through six short videos, where Dr. Roadburg leads participants through each part of the process—making it easy to host and engaging to experience.

No presenting required—Dr. Roadburg leads the workshop. The host introduces and closes the session, and guides prompted discussions.

What’s Included

  • Six guided workshop videos
    Each segment walks participants through the Life Goal Planning process step by step.
  • Participant workbooks (available separately)
    Includes workshop worksheets plus additional material.
  • Workbook Customization
    You can add your logo to the cover and write your own Foreword
  • Built-in discussion points
    Videos pause at key moments, prompting a host-led group discussion with clear instructions provided.
  • Interactive exercises and brainstorming
    Participants complete written exercises and take part in guided brainstorming sessions led by Dr. Roadburg.
  • Clear instructions for the host
    Simple guidance so anyone can run the workshop with confidence.

A Proven System to Help Retirees Plan Their Time

Example Exercise From the Workshop

A simple, structured system to help retirees build a fulfilling life after work.

At its core, the program helps participants replace what work used to provide—purpose, structure, social connection, and stimulation—so they can confidently answer:

“What will I do with myself if I retire?”

Participants gain clarity on:*

  • When to retire
  • Whether (and how) to keep working
  • Relationships and lifestyle changes
  • Where and how to live
  • Staying active and engaged
  • Volunteering and giving back
  • Integrating Life Goals with Financial Planning

*Relevant issues are supported by our research on 2,400 retirees.

 

See the Workshop in Action

Unit 1 – Retirement Challenge

(Full session: 12 minutes (sample shortened for preview)

Workshop Video Unit 1 (of 6)

This is a complete, structured workshop that can be delivered as-is, with guided facilitation built into the experience.

Includes facilitator guidance for each session.

Click image to open

Participant Workbook

The workbook (200 pages in softcover or ebooks) includes worksheets for the workshop exercises and additional material.

Workbook customization includes adding your logo and a custom foreword.

Workbooks are purchased separately from the license.

Contact Us

Built on Experience. Backed by Research.

Developed by Dr. Alan Roadburg, retirement lifestyle researcher and educator

With over 25 years of research and experience, Dr. Roadburg has focused on one critical question:
What actually makes retirement fulfilling?

His work with more than 2,400 high-income retirees uncovered a consistent gap:

While financial planning addresses money, it often fails to replace the purpose, structure, and social connection that work once provided.

More about the program and it’s research →

Proven Across a Wide Range of Organizations

This approach been delivered to thousands of participants across organizations, including:

Healthcare & Medical Organizations
Canadian Medical Association
Ontario Medical Association
Canadian Dental Association
American Dental Association
Sunnybrook Hospital

  • American Dental Association
  • Baycrest Hospital
  • BC Divisions of Family Practice
  • Canadian Dental Association
  • Canadian Medical Association
  • Doctors Manitoba
  • Lakeshore General Hospital
  • Ontario Medical Association
  • Ontario Ministry of Health
  • North York General Hospital
  • Sunnybrook Hospital

Law Enforcement
Bradford Police
Int. Union of Police Associations
RCMP
Peel Regional Police
York Regional Police Association

  • Bradford Police
  • Brandon Police Association
  • Canadian Security Intelligence Service
  • Chatham-Kent Police Association
  • City of Regina Police
  • Hamilton Police Services
  • International Union of Police Associations
  • Kingston Police
  • Lethbridge Regional Police Services
  • Metro Toronto Police
  • Peel Regional Police
  • RCMP
  • Regina Police Services
  • Sarnia Police Service
  • Saskatoon City Police Association
  • Sault Ste. Marie Police Services
  • Victoria Police Association
  • York Regional Police Association

Education & Professional Associations
Alberta Teachers’ Association
George Brown College
Ministry of Education and Training
Ohio Retired Teachers Assn
Seneca College

  • Alberta Teachers Association
  • George Brown College
  • Illinois Education Association
  • Ministry of Education and Training
  • New Brunswick Teachers Association
  • Northumberland & Newcastle Board of Education
  • Ohio Retired Teachers Association
  • Secondary School Teachers’ Federation
  • Seneca College

Public Sector & Government
Metro Toronto
North York Library
Ontario Ministry of Health
Toronto Hydro
Toronto Public Library

  • City of Brampton
  • Etobicoke Public Library
  • GO Transit
  • Liquor Control Board of Ontario
  • Metro Toronto
  • North York Public Library
  • Ontario Ministry of Community and Social Services
  • Ontario Ministry of Industry, Trade & Technology
  • Ontario Ministry of Natural Resources
  • Ontario Ministry of Transportation
  • Toronto Hydro
  • Toronto Public Library

Corporate Organizations
Bell
Chesebrough Ponds
Corning
General Motors
Lever Ponds

  • A & W Food Services
  • Allen Bradley
  • Bell
  • Black & McDonald
  • BP Canada
  • Canadian Tire
  • Celestica Inc.
  • Chesebrough Ponds
  • Corning
  • Ecolab
  • Eli Lilly
  • Elizabeth Arden
  • Finning Tractor
  • General Motors
  • Glaxo Canada
  • Good Humor Brewers
  • Imperial Tobacco
  • Labatt Breweries
  • Lever Ponds
  • Lipton Monarch
  • Nestle Enterprises
  • Ortho Pharmaceuticals
  • The Upjohn Company
  • Tremco Ltd.
  • Unilever
  • Westcoast Energy

Financial & Advisory Firms
Bank of Nova Scotia
Canada Life
CIBC Wood Gundy
Mackenzie Financial
MD Management

  • AGF Financial
  • Assante
  • Bank of Nova Scotia
  • CIBC Wood Gundy
  • Canada Life
  • CDSPI
  • Commercial Union Insurance
  • Co-operators Insurance
  • Crystal Wealth Management Services
  • Dundee Securities
  • Educators Financial Group
  • GP Capital Management
  • Harvest Gold Financial
  • Insurance Institute of Ontario
  • Investment Planning Counsel of Canada
  • London Life Financial
  • Mackenzie Financial
  • MD Management
  • Ming & Associates
  • Nesbitt Burns
  • ScotiaMcLeod
  • Servus Credit Union
  • Useful Ideas
  • WH Stuart Mutuals

Now available as a ready-to-deliver workshop you can host yourself.

Participant Feedback

“It made me think about retirement in a completely different way.”

“While I thought I understood retirement, this workshop made me see things differently.”

“It gave me clarity and confidence about my plans going forward.”

More Participant Feedback

Participants consistently highlight a shift in perspective, greater clarity, and increased confidence in planning for retirement.

 

Very informative and exposed areas of retirement planning that I was totally unaware existed.

The workshop and workbook were very helpful... initiating thoughts not previously considered.

Made me think about important factors in my life that I want to continue into later life.

The brainstorming helped me understand more things I never thought about.

I walked away with an optimistic and confident outlook. I know I will attain my goal and fulfill my needs.

Helped to confirm my plans toward retirement.

I now have a much better understanding about retirement.

Very easy to understand and a great way to get planning started.

It falls very much in line with what I’m thinking, giving me assurance I’m on the right track.

The workshop organized my musings and gave validity to them.

You helped make clear many things I was thinking about.

I thought it was going to be a job to stay awake. But it turned out to be quite stimulating and a lot of fun.

Planning for a new career is going to be exciting. It has also been a fun day.

I found the program fun and very interesting. Well worth attending.

Dr. Roadburg made it exciting to think of retirement... practical, humorous, and engaging.

I wish I could have had this program 10–15 years ago.

This workshop should be available to all employees contemplating retirement.

I think it is a must for those with 10 years at least to their retirement.

It is beneficial to begin to focus on ideas and activities needed to replace work.

A very good presentation which has tipped the scale as to whether I retire now or later.

Writing down skills, needs and ambitions makes one stop and think.

Gave me a lot of different directions to go when I retire.

FAQ

Looking for more details? We’ve compiled a comprehensive list of frequently asked questions to help you evaluate if this program suits your needs. 

Common Questions

By the end of the program, participants will have a clearer and more complete plan for life in retirement. They typically gain:

  • Clarity and direction
    A better understanding of what they want their time to look like
  • A more concrete plan
    Defined activities, structure, and next steps—not just ideas
  • Greater confidence in the transition
    Reduced uncertainty about leaving medicine and what comes next
  • Alignment with their financial plan
    A clear connection between how they want to live and the resources available to support it

The result is a more intentional and well-prepared transition into retirement.

A typical workshop is structured, engaging, and easy to facilitate. It works best with groups of up to 30 participants, with spouses encouraged to attend. Seating is arranged in small groups of 7–8 to support written exercises and a guided brainstorming session—rather than a lecture-style format.

The workshop runs about two hours and combines individual reflection with group interaction. As shown in the sample video, the process is clearly led by Dr. Roadburg, so you are facilitating a proven framework rather than creating content on your own.

Yes, it can definitely be delivered via online meeting platforms (Zoom or Teams), and we include instructions for this format. In this case, we use breakout rooms for the brainstorming session.

That said, as with most group-based experiences, in-person delivery generally leads to stronger engagement, more meaningful discussion, and better outcomes.

The program is fully structured through guided video modules, so the host does not need to prepare presentations or decide what to say. This is not a passive, watch-only experience. You begin with a brief opening and close the workshop. At key points, the video pauses to prompt short, guided discussions using fully scripted questions that are easy to lead. The program also includes written exercises and a structured brainstorming session—led by Dr. Roadburg within the video—so participants are actively engaged throughout. The host guides the conversation and keeps the session moving.

Minimal. The program is turnkey, with short videos and a structured participant workbook that includes worksheets and additional material.

Dr. Roadburg leads the session through the videos, while the host facilitates and guides discussion using built-in talking points and simple questions.

No special training or additional preparation is required.

You receive complete guidance and materials to help you introduce and deliver the program effectively.

This includes clear instructions for before, during, and after the workshop, along with ongoing support to ensure you can integrate the program smoothly into your existing process.

 

Let’s Get Started

Get in touch to learn more about The Perfect Retirement program or to discuss how it can be introduced within your organization.

Start the Conversation