Retirement/Life Challenge - Planning for Personal Freedom in Retirement

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Planning for Personal Freedom

Course Overview Agenda Instructor Profile Course Materials

Charting your Course New Roles in Retirement Defining your Future

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Planning for Personal Freedom

Course Overview

The workshop is designed for participants who are within 10 years of retirement and would like to evaluate their ability to maintain their lifestyle at a chosen retirement date.

There are three basic objectives to the workshop:

To identify and address any immediate issues with respect to your retirement plans
To provide a planning framework to help you plan long term goals
To provide specific information in the key areas of lifestyle, finance and estate planning

Agenda

Day One of Two Day Seminar

8:30 a.m.	Opening and Welcome
8:45 a.m.	What is a retirement plan?
9:15 a.m.	Identifying the Issues Table group exercise (Part One)
9:30 a.m.	Stretch Break
9:40 a.m.	Anticipating Change Looking Forward To Retirement (exercise)
10:00 a.m.	Group Discussion
10:20 a.m.	Defining Retirement Finding meaning in an obscure term
10:40 a.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.	Primary Income Planning – Your Pension Plan
2:45 p.m.	Stretch Break
3:00 p.m.	Checking for Other Pension Income Estimating your Canada Pension Plan Income Putting Old Age Security Pension into Perspective
4:30 p.m.	Close of Day One

Day Two of Two Day Seminar

8:30 a.m.	Secondary Income Planning Understanding how tax will impact your future income
9:30 a.m.	Managing risk Critical Illness & Long Term Care
10:15 a.m.	Stretch Break
10:30 a.m.	Investing in an uncertain world
11:25 a.m.	Creating Income from Retirement Savings
12:00 p.m.	Lunch Break
1:00 p.m.	Playing Your Cards Right! Summary Session Putting a plan on the table (exercise)
2:00 p.m.	Stretch Break
2:10 p.m.	Retirement As Lifestyle – Am I Ready to Retire? Review of Retirement Assessment Instrument Results
2:30 p.m.	Review of your current lifestyle (exercise)
2:45 p.m.	Developing a long term framework for planning
3:10 p.m.	Stretch Break
3:20 p.m.	Getting started on your retirement plan Developing your goals Creating a financial binder
4:15 p.m.	Evaluation and Closing

Course Materials

Download Precourse Materials (login required)

Each participant will receive a Pre-Course Planner and Retirement Preparation Assessment Instrument 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

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.