Retirement Transition and Retirement Lifestyle Planning - 5 Module Group Program (online Delivery) - Register before September 21 and receive a 10% Discount.
Don’t spend the valuable early years of your retirement trying to figure it out. Sign up for this two and a half week 5 module program designed to Inform, Inspire and Implement a complete non-financial retirement transition plan that is crucial to a successful retirement transition.
The sessions will be instructor led delivered online through Google Meets.
The program will be delivered online, on Tuesday and Thursday evenings Commencing October 6, 2026 and ending October 20, 2026. Each session is 90 minutes in length.
Program details are listed in the section below.
October 6, 2026 Start Date
Online - Instructor Led
Retirement Transition and Retirement Lifestyle Planning - 5 Module Group Program (online Delivery) - Register before September 21 and receive a 10% Discount.
Don’t spend the valuable early years of your retirement trying to figure it out. Sign up for this two and a half week 5 module program designed to Inform, Inspire and Implement a complete non-financial retirement transition plan that is crucial to a successful retirement transition.
The sessions will be instructor led delivered online through Google Meets.
The program will be delivered online, on Monday and Wednesday evenings Commencing October 5, 2026 and ending October 19, 2026. Each session is 90 minutes in length. Program details are listed in the section below.
October 5, 2026 Start Date
Online - Instructor Led
Retirement Readiness or Wellness Assessment with One on One (or Couples) Coaching
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The Retirement Readiness Assessment is designed for individuals who are planning to retire. It helps them evaluate their preparedness in key areas such as financial security, health, lifestyle preferences, and emotional readiness. By identifying potential gaps and concerns, this tool enables individuals to make informed decisions and create a personalized plan for a smooth transition into retirement.
On the other hand, the Retirement Wellness Assessment is tailored for those who are already retired but may be struggling with the adjustment. It focuses on areas like physical health, emotional well-being, social engagement, and purpose in life. This tool helps retirees identify challenges they may be facing, offering insights and strategies to improve their overall wellness, regain a sense of fulfillment, and embrace this new phase of life with confidence and vitality.
This program includes a follow-up session with a Certified Professional Retirement Coach, who will help you interpret the results of your assessment and discuss personalized strategies to ensure a meaningful and fulfilling retirement.
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This program is designed for anyone who is within 0-5 years of transitioning into retirement or those who have already retired and are facing challenges during this transition period.
These assessments provide the framework for effective planning.
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The assessment takes less than 30 minutes to complete, with analysis and interpretation tailored to each individual. Once you're ready, you can schedule a 1-hour review session with a Certified Professional Retirement Coach, who will help you understand your results and discuss strategies for a meaningful and fulfilling retirement.
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The cost is $175, which includes access to the assessment tool and a 1-hour coaching session with a Certified Professional Retirement Coach.
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Online or In Person (Based on Clients preference)
Retirement Transition and Lifestyle Planning
5 Module Group Program
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Don’t spend the valuable early years of your retirement trying to figure it out.
Sign up for this two and a half week, 5 module program designed to Inform, Inspire and Implement a complete non-financial retirement transition plan that is crucial to a successful retirement transition.
The sessions will be instructor led delivered online through Google Meets.
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If you are within 0-5 years of transitioning into retirement or have already retired and find yourself grappling with challenges during this transition period, this program is for you.
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This interactive 5-module program will be conducted via video conference twice a week, starting at 7:00 PM MST. Each session will last 120 minutes, providing a dynamic and engaging learning experience. To ensure personalized attention and effective engagement, the class size is limited to a maximum of 8 participants
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For just $750, participants will receive:
Access to instructor-led 5-module program sessions
A Retirement Readiness Assessment, along with 1 hour of one-on-one coaching
All necessary session materials
This comprehensive package is designed to equip you with the tools and knowledge you need for a successful retirement!
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On-line
One on One (or Couples) Retirement Transition and Lifestyle Planning
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As a certified retirement coach, I will provide personalized guidance on non-financial retirement planning and lifestyle adjustments, tailored to each individual's unique needs and goals. Additionally, our program integrates strategies for successful aging, encompassing physical well-being, mental acuity, social engagement, and emotional resilience, to empower individuals to live vibrantly and purposefully as they age.
Whether you're preparing for retirement or seeking to optimize your overall well-being in later years, our one-on-one coaching offers the personalized support and resources to help you thrive at every stage of life.
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One-on-one retirement and lifestyle coaching is meticulously crafted for individuals who are within 0-5 years of transitioning into retirement or have already retired, facing hurdles during this crucial transition phase. This personalized coaching method addresses the distinctive needs and concerns of each individual, offering tailored guidance, strategies, and encouragement to navigate the intricacies of retirement.
Our aim is to facilitate a seamless and gratifying transition into this new chapter of life, empowering individuals to thrive in their retirement years with good health, confidence, and fulfillment.
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One-on-one coaching is most effective when conducted over multiple sessions, allowing for deeper exploration, ongoing support, and sustained progress toward the client's goals. The number of sessions is determined collaboratively between the coach and the client, taking into account the complexity of the client's objectives, the depth of exploration needed, and the pace of progress desired. This flexible approach ensures that coaching remains tailored to the individual's needs and preferences, maximizing the impact and effectiveness of the coaching experience.
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Individual sessions: $135/hour
5 Session package: $500
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Online or In Person (Based on Clients preference)
Keynote Speaking Engagements
Planning for the Non-Financial Aspects of Retirement
Custom
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My speaking engagements address the reality of retirement, focusing on the essential non-financial aspects, such as emotional, social, and lifestyle changes.
I stress that retirement planning goes beyond just financial considerations. I explore the importance of having a holistic plan that includes managing health and well-being, finding new purpose and meaning after a career, maintaining social connections, managing time, and adjusting to a new daily routine—all with the goal of creating a fulfilling and rewarding post-retirement life.
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My speaking engagements are designed for anyone who is within 0-5 years of transitioning into retirement or those who have already retired and are facing challenges during this transition period.
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Tailored to your needs, with sessions typically lasting between 30 minutes to 1 hour.
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Call to discuss
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Online or In Person (Based on Clients preference)
Non-Financial Retirement and Retirement Lifestyle Planning Workshops
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My workshops focus on the non-financial aspects of retirement, including the emotional, social, and lifestyle changes that come with it.
Through a series of thoughtfully designed exercises, we guide participants in areas such as health and well-being, discovering post career purpose and meaning, maintaining social connections, managing time, and adapting to a new daily routine, all with the goal of promoting a fulfilling post-retirement life.
Custom programs are available.
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My workshops are designed for anyone who is within 0-5 years of transitioning into retirement or those who have already retired and are facing challenges during this transition period.
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2-3 hours
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Item description $75 per participant, minimum 5 participants.
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Online or In Person (Based on Clients preference)
Testimonials
My Background
Terry Olexyn (Founder)-CPA, MFin
Certified Professional Retirement Coach and Certified Executive/Life Coach
With my experience as former VP Finance for the Canadian division of a multinational energy firm, I understand the challenges of transitioning into retirement. Having personally navigated this life change, I combine leadership, a commitment to active living, fitness, and academic research on retirement and aging to support others in this transformative phase.
As a Certified Professional Retirement Coach and Certified Executive/Life Coach, my goal is to help clients navigate their career-to-retirement transition with clarity and confidence. Through personalized coaching and strategies, I empower clients to embrace retirement with purpose, resilience, and fulfillment, guiding them toward new growth opportunities in this exciting new chapter of their lives.