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Retirement - The Why, When, How and What’s Next?

  • March 27, 2023
  • 7:30 PM
  • Salon B - Nina Iser Jewish Cultural Center

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Retirement - The Why, When, How and What’s Next?

 

This presentation will focus on  the importance of retirement timing and planning and provide valuable insights into what is involved in and how to plan for a successful, fulfilling retirement.

This is not a wealth management or pension discussion, though the financial aspects of retirement decision-making will be covered. This is an opportunity to learn from experienced executives, who will discuss why they decided to move on from their careers, towards the next stage of life, and how they successfully and happily did so.

The presenters comprise three recently retired senior executives (including an active MCA member) who will cover various topics related to their decisions regarding retirement.

Nicolas Crook: Nic Crook was a corporate leader for 30 years but left 3 years ago after realizing he was on the “ok plateau”. His story is about redirecting using intuition, intentionality and inspiration. Nic was most recently the Managing Director and Toronto Office Leader of Willis Towers Watson.

David Taylor: After a 33-year career in the investment industry, David retired in March 2020. David currently spends his time sitting on Boards of Directors, playing keyboards in two bands, golfing, cycling, traveling and investing. David was most recently Chief Investment Officer and President of Taylor Asset Management.

Jim Simon - Jim, an MCA Board Member and member of MCA Next Gen was most recently Senior Consultant, Strategic Initiatives at Oracle. He is a Big Data entrepreneur and played with behavioral purchase data for 33 years, the last 23 in start-ups. He retired in 2015 at age 55. In 2017 he co-created Taxbird by Ware2Now, LLC.






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