Financial Planning for Retirement

PT10431
Training Summary
Are you a member of the Public Service who will be reaching retirement age over the next five to ten years? This comprehensive course features an expert in pension and financial issues who will provide you with the necessary knowledge and tools to help you develop an individual retirement plan to meet your goals. Special Offer: partners/spouses of registered participants are welcome to attend the workshop at no additional cost. (Please see Prerequisites section below for more details.)
Prerequisites
There are no prerequisites for this class.
Duration
1 Day/Lecture & Lab
Audience
Anyone who is interested in having a meaningful retirement whether you are near the end of your current career or the beginning.
Course Topics
  • Pension Information
  • About the Different Regimes: CPP, OAS, QPP, PSSA
  • How Benefits are Calculated and the Impact of:
  • The Investment Management Process
  • Estate Planning and Risk Management
  • Financial Planning
  • Retirement Planning
  • The Canada Income Tax Act

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