In today's rapidly evolving financial landscape, negotiating retirement has become more crucial than ever. Whether you're planning for your own future or helping employees secure theirs, understanding the intricacies of retirement planning is essential. 

 

Join your host, Cindy Watson, as she explores strategies and insights on "Negotiating Retirement For Yourself and For Employees," with Courtenay Shipley, shedding light on how to navigate this critical aspect of financial well-being with expert guidance.

 

Courtenay Shipley, the founder and Chief Planologist of Retirement Planology. With a wealth of experience in corporate-sponsored retirement plans, Courtenay has conducted over 10,000 educational meetings and holds prestigious designations such as Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. As the president of the Retirement Advisor Council and a recipient of numerous accolades including Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor, Courtenay brings unparalleled expertise to our discussion today.

 

In this episode, you'll discover:

 

• Why does retirement planning matter?

• What are some of the key components that should be considered when creating retirement plans?

• What is being offered out on the market today?

• The significance of retirement plans being culturally competent.

• What are the benefits and why do we need them?

• What are some of the biggest pain points that we’re seeing out today?

• And many more!

 

Learn more about Courtenay Shipley:

 

Website: www.retirementplanology.com

Social links:

https://www.linkedin.com/in/cshipley

https://www.linkedin.com/company/retirement-planology-inc

 

If you’re looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.

Check out our website at www.practicingwithpurpose.org if that sounds interesting to you.

Get Cindy’s book here:

Amazon

 

https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1

EBook

 

https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1

Barnes and Noble

 

https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776

 

CONNECT WITH CINDY:

Website: www.womenonpurpose.ca

Website: www.practicingwithpurpose.org

Facebook:  https://www.facebook.com/womenonpurposecommunity/

Instagram: https://www.instagram.com/womenonpurposecoaching/

LinkedIn: linkedin.com/in/thecindywatson

Show: https://www.womenonpurpose.ca/media/podcast-2/

X(Twitter):  https://twitter.com/womenonpurpose1

YouTube:https://www.youtube.com/@hersuasion

Email:  [email protected]