Retirement/Life Challenge
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Charting your Course
Course Overview

The purpose of the workshop is to provide participants with an opportunity to evaluate their benefit plan with a view to life change, including retirement. This workshop is for employees age 45 and under.

There are three basic objectives to the workshop:

  • To provide participants with a framework for decision-making now and in the future.
  • To evaluate the potential for change in lifestyle and income over the lifespan.
  • To consider specific strategies in relation to these changes in terms of:
    • Pension and benefits
    • Personal Finance
    • Estate & Law
    • Lifestyle
Agenda

Day One of Two Day Seminar

8:30 a.m.

Welcome and Introduction to Workshop

8:40 a.m.

The Polling Exercise

9:00 a.m.

Identifying Learning Objectives (Exercise)

9:30 a.m.

Stretch Break

9:40 a.m.

Identifying Plans
Short term and long term goals

10:40 a.m.

Stretch Break

10:45 a.m.

Recognizing The Implication of Unplanned Losses

11:45 a.m.

Developing Planning Priorities

12:00 p.m.

Lunch Break

1:00 p.m.

Assessing Pensions and Benefits in Planning for Change

2:30 p.m.

Stretch Break

2:45 p.m.

Define Your Future
A basic financial planning framework
Manage Your Risk
Maximize Your Lifestyle
Minimize Your Tax

4:30 p.m.

Closing

Day Two of Two Day Seminar

8:30 a.m.

Planning Personal Finances
How tax impacts on income
Using insurance to effectively manage risk

10:00 a.m.

Stretch Break

10:10 a.m.

Savings goals – RESPs or RRSPs
Investing for growth in an uncertain market.

11:00 a.m.

Looking ahead to retirement

12:00 p.m.

Lunch Break

1:00 p.m.

Estate Planning

2:30 p.m.

Stretch Break

2:45 p.m.

Taking the course home
Facing the challenge of planning & implementation
Making a personal plan for the next six months

4:30 p.m.

Closing
Course Materials
Download Precourse Materials (login required)
Each participant will receive a Pre-Course Planner in advance of the workshop to assist in preparing for the workshop. On arrival, each employee will receive a binder with detailed reference and planning materials.
Instructor Profile

Photo of Rein Selles
Rein Selles, M.Sc., P.R.P. rselles@retirementchallenge.com
With over twenty years of experience in the field of retirement planning, Rein brings a wealth of practical information to the workshop. His professional contributions include: development of Canada’s first English language pre-retirement planning magazine, Foresight from 1981-1986; Past-President of the Alberta Association of Retirement Planners, and Past-President of the Canadian Association of Pre-Retirement Planners