Retirement/Life Challenge
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Defining Your Future
Course Overview

The purpose of the workshop is to provide an introduction to personal retirement planning.

The workshop will help to:

  • Evaluate your current knowledge and resources for retirement
  • Review information on benefits, finance, lifestyle and estate planning
  • Set priorities to ensure lifestyle needs are met in retirement
Agenda

One Day Seminar

8:00 a.m.

Coffee and Registration

8:30 a.m.

Welcome

Orientation

What is a Retirement Plan?

8:50 a.m.

The Retirement Poll – An exercise that lets you explore how others think about retirement

9:30 a.m.

Playing Your Cards Right! A Plan that says, “How Much Is Enough!”
Basic versus Discretionary Spending
Primary versus Secondary Income

10:00 a.m.

Stretch Break

10:15 a.m.

The eight cheques of retirement (and how you find them)
Your pension (or annuity) income
Canada Pension Plan
Old Age Security

12:00 p.m.

Stretch Break

10:50 a.m.

“How Much Is Enough?”
How much will you spend?
How will spending change (Stages of Retirement)

11:20 a.m.

Playing Your Cards Right!
Basic versus Discretionary Spending
Primary and Secondary Income (8 cheques of retirement)

12:00 p.m.

Lunch Break

1:00 p.m.

Going back to work in retirement
Creating investment income
Registered savings and income

2:30 p.m.

Stretch Break

2:45 p.m.

Creating Balance – Lifestyle Assessment and Lifestyle Priority Planner
Identify immediate priorities for improving the quality of life
Consider long term strategies for managing the change that retirement will bring.

4:30 p.m.

Closing
Course Materials
Participants will receive a workbook 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