Tammy Leads the Way to Retirement Security.
Industry Conferences, Organizational Meetings or Client Events.
Whether through a keynote address or a workshop facilitation, Tammy’s personable and relatable style has engaged organizations and inspired clients to not only see retirement in a new, inspiring light but to formulate and establish concrete plans to make their retirement dreams become their dream retirement.
The Curated Retirement.
During a 20 year career in the pension and investment industry assisting organizations and individuals with their planning for retirement, Tammy Vigue realized that the traditional approach for this vital (and stressful) transition was incomplete. She developed The Curated Retirement program to guide individuals through the process of defining their retirement goals and discovering new paths of meaning and purpose for their post-career lives. Using a unique, understandable three-step process, her approach broadens the scope of this field beyond the traditional financial-only focus, resulting in a holistic plan for the transition to this exciting phase of life.
For Your Employees.
Preparing for Life After Work: Retirement Planning Beyond the Numbers
This presentation is an immersive, one-hour session designed to meet the unique needs of your employees. Available both in-person* and virtually, this interactive presentation moves beyond traditional financial planning to tackle the emotional and lifestyle shifts they will face in the transition to retirement. Every presentation is customized to reflect the unique makeup of your organization. From the challenges they face to the goals they hope to achieve, our case studies and personas are tailored for your audience. This personalized approach ensures that each participant sees themselves in the scenarios, making the concepts not just relatable but deeply actionable.
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What They Can Expect: Real Insights. Real Impact.
This session is built around real-world experiences. We incorporate realistic case studies and personas that reflect your audience, making the content directly relevant, relatable, and actionable. Participants confront the big questions that too often go unaddressed:
- What will give my life meaning when I’m no longer working full-time?
- How will I structure my days and replace the routine my career provided?
- Who will I become when my job title no longer defines me?
Not just questions—Keys to building a fulfilling, purpose-driven retirement. By the end of this session they will have a clear understanding of how to apply the 3-Step RetireMAP framework to their own lives:
- Mindset: How to develop a clear, inspiring picture of their ideal post-work life.
- Authentic Self: How to uncover and discover their unique strengths, values, and interests that will lead to a meaningful life in retirement.
- Purpose: How to imagine a new life based on fulfillment, purpose, and joy.
Your employees will value the RetireMAP as an impactful guide to building a fulfilling life after work.
What You Can Expect: Comprehensive solutions and deeper insight.
Our session doesn’t just complement your existing retirement programs—it transforms them. By integrating the RetireMAP framework, we help you build a seamless, comprehensive solution that both highlights your organization in a new light and provides you with deep, priceless insight into the hopes, challenges & dreams of your employees.
Ready to Help Your Team Plan for Their Dream Retirement?
Click here to schedule your custom session today.Clients and Partners
HUB International
First West Credit Union
BC Dental Association
Hillside Wealth Management
SPM Financial
Benefits Alliance
For Individual Wealth Advisors.
Make Your Retirement Dreams Your Dream Retirement
Uncover What Really Drives Your Clients’ Retirement Plans. As an advisor, you understand that financial strategies are only as effective as the life they’re designed to support. “Make Your Retirement Dreams Your Dream Retirement” is an immersive, one-hour session that gives you deeper insights into your clients’ true aspirations, allowing you to build financial plans that fully align with their vision for life after work. Our custom presentations are designed to reflect the unique makeup of your client base. From the challenges they face to their retirement goals, we personalize every session to ensure it resonates deeply with your clients.
This session helps you take clients beyond the financials, giving you the clarity needed to design strategies that truly match the life they want to live.
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The Key to Unlocking Your Clients’ True Retirement Goals
For many clients, it can be difficult to express what they really want out of retirement. This presentation takes the pressure off those difficult conversations, using a structured process to help them explore critical questions about their purpose, relationships, and lifestyle in retirement. Through engaging case studies and relatable personas, clients will uncover insights they may not even share in regular meetings:
- What will give my life meaning when I’m no longer working full-time?
- How will I structure my days and replace the routine my career provided?
- Who will I become when my job title no longer defines me?
These aren’t just questions—they are the foundation of a successful retirement plan that aligns with their values and goals. By helping clients answer these, you gain deeper insights that make your financial planning more effective and precise.
Key Benefits for You as an Advisor
By the end of this session, your clients will have a much clearer picture of their non-financial goals, allowing you to craft more tailored and purposeful financial strategies. Using the 3-Step RetireMAP framework, your clients will:
- Develop a Clear Vision for Retirement: When clients can clearly articulate their ideal life after work, you can build financial strategies that directly support that vision.
- Leverage Their Strengths and Values: Understanding your clients’ core values and strengths helps you align financial plans with the lifestyle they’re aiming to achieve.
- Plan Their Time with Purpose: As clients define how they want to spend their time, you’ll have the insights you need to ensure their finances support those activities with precision.
This insight helps you connect financial strategies directly to their desired lifestyle, making your advisory role more meaningful and impactful. By uncovering what your clients truly want from retirement, you’re able to provide more precise, value-driven financial strategies. This presentation not only enhances the client experience but also gives you a strategic advantage in building more effective retirement plans.
Tailored for Your Clients. Built to Elevate Your Practice.
Ready To Turn Insights into Actionable Financial Strategies?
Click here to schedule your custom session today and discover how understanding your clients on a deeper level transforms your advisory practice.
Partners and Clients
HUB International
Hillside Wealth Management
Odlum Brown
Leede Financial
SPM Financial
Porchlight Financial
For Employee Benefits and Group Retirement Consultants.
Beyond Finances: Enhancing Retirement Readiness with Lifestyle Planning
While it may seem that providing comprehensive group retirement plans and financial wellness education satisfies the responsibilities of employers in preparing employees for retirement, the reality is that employees want (and need) more. Beyond asking, “Do I have enough money to retire?”—a question typically addressed with standard pension education programs—employees may also be struggling with, “What am I retiring to?”
Although retirement lifestyle planning might appear to fall outside the scope of workplace benefits, there are compelling reasons to incorporate it into your work with your clients.
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This session will cover:
- The Significance of Retirement Lifestyle Planning: Understand why addressing the emotional, social, and psychological aspects of retirement is essential for employee well-being and satisfaction.
- Challenges and Solutions: Learn about the biggest challenges your clients may face if they overlook lifestyle planning and discover practical solutions to integrate it seamlessly into their existing workplace wellness programs.
- Core Components of a Successful Program: Explore the three essential elements that make up an effective retirement lifestyle planning program and how to implement these components to enhance the overall retirement readiness of employees.
Empower your clients to provide holistic retirement solutions that go beyond financial preparation, ensuring a smoother transition for employees into their post-career lives.
Ready To Help Your Clients Learn More About How This Aspect of Employee Engagement?
Click here to schedule your custom session for the key leaders of your client firms & organizations.
Our retirement planning program has helped countless employees & clients rethink retirement planning and engage with the tools to transition into life after work with purpose and confidence. We think our results speak for themselves, but we don’t mind when our clients let us know in their own words:
“I had been struggling with how to think about my retirement for a long time. But I couldn’t seem to make any progress on my own and kept running in circles, covering the same ground over and over again. In the couple of months I’ve been working with Tammy, everything has changed. I am now both excited and clear about my next steps. Tammy is uniquely capable of helping you identify what you want and giving you the confidence to follow your authentic path. And she does it all in a way that is both enjoyable and nonthreatening. I can’t recommend her highly enough.”