Retirement/Life Challenge
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Playing Your Cards Right!
Course Overview

This proposal of this workshop is for delivery of a one-day program that functions as an introduction to four levels of planning at a personal level - retirement lifestyle, pension, financial and estate planning.

Participants will be able to:

  • Understand the elements of a retirement plan
  • Undertake specific tasks that will clarify their own needs for retirement
  • Work with a partner, if they have one, in integrating their plans for the future.
Agenda

One Day Seminar

8:30 a.m.

Orientation

What is a retirement plan?

9:20 a.m.

How Much Is Enough?

Three different methods that can
be used for planning

10:00 a.m.

Stretch Break

10:10 a.m.

Playing Your Cards Right!

How spending changes at and in retirement
Basic versus Discretionary Spending

11:00 a.m.

Stretch Break

11:10 a.m.

Session Continues

Primary versus Secondary Income
Playing your first card – Your Pension

12:00 p.m.

Lunch break

1:00 p.m.

Tax In retirement

The Wild Card – Creating Pension Income
Other Pension Income – Looking for lost money

2:00 p.m.

Stretch break

2:10 p.m.

Canada Pension and Old Age Security

3:00 p.m.

Stretch break

3:15 p.m.

Earned Income from Employment in retirement
Creating Income from savings

Finishing the plan

Planning a surplus
Dealing with the Jokers in the deck

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