Reimagine Retirement

The Curated Retirement is a suite of services designed to help employees transition into a meaningful, purpose-driven post-career life. It focuses on the non-financial aspects of retirement, helping employees define their identity, find new passions, and create a life plan that brings them fulfillment beyond the workplace.

Offering The Curated Retirement suite of services benefits both your employees and your organization. It reduces retirement-related stress, keeps employees engaged until they are truly ready to retire, and ensures a smooth transition by encouraging knowledge transfer. Employees who feel prepared for retirement are more productive and loyal, making this a valuable addition to your benefits program.

Yes. Each service can be tailored to reflect your organization’s unique needs, including industry-specific content and personas. Every  organization receives its own private portal for accessing the course and materials, ensuring a personalized experience.

Our services are designed to complement financial retirement plans by addressing the non-financial aspects of retirement. While your financial provider ensures employees are financially prepared, we help them build a meaningful life beyond the paycheque.

The Curated Retirement Course is an online, self-paced course that helps employees plan for a purposeful and fulfilling post-career life. It focuses on the emotional, mental, and lifestyle aspects of retirement, including redefining identity, finding new passions, and creating a retirement life plan.

The course is delivered entirely online through a secure, dedicated portal for your organization, and is also available via a convenient mobile app. Employees can access it from any device—whether on their desktop, tablet, or smartphone—at their own pace. The mobile app ensures they can engage with the course anytime, anywhere.

By preparing employees mentally and emotionally for retirement, The Curated Retirement Course keeps them motivated and engaged at work. Employees approaching retirement often experience uncertainty and stress, but this course helps them stay productive and confident as they transition out of the workforce.

• On-demand video lessons accessible at any time.
• Interactive assessments to help participants define their values, goals, and priorities.
• Customizable worksheets and tools to create a personalized retirement plan.

Each organization receives its own exclusive portal and mobile app access, which can include company branding and personalized content. Employees will access all course materials and tools through this secure, branded space, ensuring a seamless and customized experience. The portal and app provide flexibility, allowing employees to engage with the course from any device at their own pace. Additionally, content can be customized with industry-specific case studies and personas, ensuring that the course resonates with your team.

The guide provides a broad and foundational overview of retirement readiness, offering employees initial insights and exercises to help them start thinking about their post-career life. The course, on the other hand, is much more in-depth, offering a step-by-step process with video lessons, assessments, and comprehensive guidance. By the end of the course, employees will have created a personalized retirement life plan, diving deeper into the emotional and mental aspects of retirement. While the guide is a great starting point, the course provides a more detailed and structured journey toward a fully developed retirement plan. The two can work together, with the guide laying the groundwork and the course offering a deeper, more comprehensive exploration.

Yes, the guide can be fully customized to reflect your organization’s industry, employee demographics, and specific branding. It can include tailored case studies, exercises, and content aligned with your workforce’s unique needs. Whether offered as a digital or physical resource, the guide can be branded with your company’s logo and colors, ensuring it feels like an integrated part of your employee benefits package and complements your existing retirement planning offerings.

Our coaching services offer personalized, one-on-one guidance for employees as they plan their retirement. Coaches help employees navigate unique challenges such as redefining identity, finding purpose, and structuring their time after leaving the workforce.

Coaching sessions are tailored to each employee’s needs. They can be scheduled individually and are designed to provide actionable steps for employees who need additional support beyond the course or guide. These sessions can be offered as part of a comprehensive package or on an as-needed basis.

Personalized coaching helps employees make informed, thoughtful decisions about their retirement. This individualized approach can be especially useful for high-value employees, helping them remain engaged and productive as they approach retirement while also exploring alternatives such as part-time work or consulting.

The Curated Retirement helps employees make thoughtful decisions about their post-career life, including alternatives such as part-time work, mentorship, or consulting. This approach reduces premature retirements and keeps older employees engaged, ensuring you retain valuable
knowledge and skills.

The Retirement Readiness Guide is a comprehensive digital (or physical) tool that helps employees focus on the non-financial aspects of retirement planning. While group retirement plan providers cover financial readiness, this guide complements that by offering exercises and insights to help employees define their purpose, structure their time, and plan for a meaningful life beyond work. It’s designed to work alongside financial planning, ensuring a well-rounded approach to retirement readiness.

Yes. All services—including the course, guide, and coaching—are designed to integrate seamlessly with your existing employee benefits or wellness programs. We offer flexibility in delivery and customization, ensuring these services fit your organization’s unique needs.

The Curated Retirement is a comprehensive retirement lifestyle planning suite that helps clients align their life goals with their financial plans. It goes beyond financial security, helping clients define purpose, structure their time, and create a meaningful retirement plan.

Integrating The Curated Retirement into your services adds immense value beyond financial advice. By offering non-financial retirement planning, you strengthen relationships, increase client loyalty, and differentiate your practice. Clients feel fully supported, leading to more referrals, long-term engagement, and multi-generational relationships.

The Curated Retirement helps clients create a life plan that complements their financial goals. As their advisor, you’ll gain deeper insights into their personal aspirations, allowing you to refine financial strategies that fully support their broader life vision.

Yes, The Curated Retirement can be tailored to fit your client base. Whether through co-branded materials, personalized case studies, or a private portal for your clients, we ensure the program is aligned with your firm’s unique needs and branding.

It is an online, self-paced course designed to help clients create a purpose-driven, fulfilling retirement life plan. It focuses on the non-financial aspects of retirement, including identifying passions, structuring daily routines, and finding purpose post-career.

• On-Demand Video Lessons: Accessible anytime, guiding clients through every stage of retirement life planning.

• Interactive Assessments: Help clients define goals, values, and life priorities.

• Customizable Worksheets & Tools: Practical exercises that allow clients to craft a personalized retirement plan.

This course provides your clients with clarity on their retirement goals, which enhances your ability to build financial strategies that support their life vision. It deepens trust and fosters loyalty by showing that you care about more than just their financial future.

Yes, the course can be co-branded with your firm’s identity, and we offer options to include industry-specific case studies or personas. You can even record a personalized video introduction to strengthen your role in guiding clients through their retirement planning journey.

This is a comprehensive workbook that helps clients map out their retirement life goals, providing a step-by-step guide for aligning their life vision with their financial plans. It’s designed to make the retirement process more actionable and personal.

The guide helps clients define what they want to retire to, making it easier for you to build financial plans that support their desired lifestyle. By reviewing their responses in the guide, you can create personalized budgets and investment strategies that align with their life goals.

Yes, the guide can be personalized with your company’s branding and include case studies relevant to your client base. This customization allows you to offer a unique, value-driven tool that enhances your financial services.

We offer interactive presentations designed to align your clients’ life goals with their financial plans. These sessions go beyond the numbers, helping clients explore non-financial aspects of retirement such as purpose, lifestyle, and daily routines.

Our presentations provide a structured way for clients to think about their post-career life, leading to clearer insights about their retirement goals. This helps you craft more tailored financial strategies, building trust and solidifying your role as both a financial and life advisor.

Yes, presentations can be customized based on the demographics and needs of your client base. Whether your clients are early in their retirement planning, nearing the transition, or have already retired, we ensure the content resonates with their unique situations. Our presentations can address the challenges and opportunities specific to each phase of retirement, helping clients plan for or enhance their post-career life.

Retirement coaching provides personalized, one-on-one support to help clients navigate the non-financial aspects of retirement. This includes exploring personal goals, hobbies, and how to find purpose post-career. Coaching ensures that clients’ life plans align with the financial strategies you’ve developed for them.

Coaching gives you deeper insights into your clients’ personal retirement goals, allowing you to create more tailored financial strategies. This emotional and psychological support enhances your role as a holistic advisor, addressing both the financial and personal sides of retirement.

• Deeper Insights: Gain a clearer understanding of your clients’ non- financial retirement goals.
• Personalized Financial Plans: Align financial strategies with clients’ personal aspirations.
• Increased Trust and Loyalty: Demonstrate your commitment to their overall well-being, fostering long-term client relationships.

Coaching sessions are conducted by our highly experienced retirement coaches and are tailored to each client’s needs. These one-on-one sessions focus on helping clients define and pursue their personal goals, providing actionable steps for navigating retirement successfully.

By offering a holistic approach to retirement planning that addresses both financial and non- financial aspects, you differentiate your practice. Clients are increasingly seeking advisors who offer more than just financial advice—they want a partner who helps them plan for a meaningful and fulfilling life. This approach leads to stronger referrals and long-term relationships.

Yes. All our offerings—including the course, guide, presentations, and coaching—can be seamlessly integrated into your existing financial services. Whether you offer them as part of a comprehensive retirement planning package or as standalone services, they will complement and enhance your client experience.

This course is perfect for anyone approaching retirement or already retired, looking to create a fulfilling, personalized plan for their next phase of life. It’s all about non-financial retirement planning—helping you discover purpose, structure, and joy in your post-career life. If you’re ready to dive into the non-financial aspects of retirement and create a life that’s balanced, exciting, and uniquely yours, this is for you.

If your focus is on financial planning, this course is not for you. We won’t cover financial details or investments here. This course is designed to explore lifestyle elements like purpose, time management, and overall fulfillment. If you’re not ready to engage in self-reflection or dive into these topics, this might not be the best fit for you.

The program offers:

• On-demand video lessons and worksheets
• Lifetime access to all materials and future updates
• Live Q&A sessions
• Recordings of all live sessions (available within 48 hours)
• Access to a community of like-minded individuals for support and connection

You can submit questions ahead of time to be answered during the live Q&A calls. If you can’t attend, the recordings will be available within 48 hours, so you never miss out.

Yes! You can upgrade to 1:1 coaching packages if you’re looking for more personalized guidance. All coaching packages also include access to the full course and its materials, so you can benefit from both self-paced learning and personalized support.

Retirement coaching provides one-on-one personalized guidance tailored to your unique situation. While the online course offers a self-paced learning experience, coaching offers more direct support and accountability to help you develop and execute your personalized retirement plan. Coaching packages include full access to the course.

You will have lifetime* access to all course materials, including any future updates.

*Disclaimer: “Lifetime access” refers to access to course materials for as long as the program is offered. If the course is no longer available in the future, you will have the opportunity to download all materials for your personal use.

By the end of the program, you will:

• Have a clear, personalized retirement plan
• Gain confidence in transitioning to a fulfilling retirement
• Discover new passions and meaningful activities
• Develop a positive retirement mindset
• Feel empowered to navigate the emotional and psychological aspects of retirement

Yes! Many individuals who retired but didn’t find it fulfilling have taken this course and transformed their post-career lives with a new sense of purpose and direction.

The course is self-paced, allowing you to move through the modules on your own time. We recommend setting aside 60-90 minutes per week, but you can revisit the material at any pace that works for you.

The RetireMAP framework is a proven process designed to help individuals transition into a meaningful retirement by focusing on three key areas:

• Mindset: Shifting from a work-focused mindset to a retirement-ready one
• Authentic Self: Rediscovering your values, passions, and strengths
• Purpose: Finding fulfilling and purpose-driven activities to enrich your retirement

The course includes pre-recorded video lessons, live Q&A sessions, interactive exercises, and downloadable resources, all designed to help you create your ideal retirement lifestyle. You can join during a live cohort launch or take the course at your own pace during non-launch periods.

The course is designed to be completed in 6 weeks with lessons released weekly. However, you have lifetime access, so there’s no rush if you need more time. All materials are also downloadable for future reference.

We offer a 14-day money-back guarantee. If you don’t love the course, simply email us within 14 days of enrolling, submit your completed coursework, and we’ll provide a full refund.

That’s okay! This course is designed to help you whether you’re actively planning retirement or just exploring your options. You might even discover that you’re not ready to retire yet!

Yes! You’ll have lifetime access to all course materials and recordings. Everything is downloadable for future reference as well.

Our 1:1 coaching packages offer personalized, one-on-one sessions tailored to your unique retirement journey. You’ll work directly with your coach to create a custom plan, gain clarity on your goals, and ensure a smooth transition to retirement. All coaching packages include full access to the course.

The course fee is $500 CAD, which includes all materials, live sessions, and support throughout the program. We also offer flexible payment plans—just email us at tammy@tammyvigue.com to set one up.

Pricing for 1:1 coaching packages varies based on your specific needs and the length of the coaching engagement. You can contact us for a custom quote or schedule a free consultation to discuss your goals and explore coaching options.