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| At a Glance |
Are You Interested in learning more about retirement planning?
The site offers a wide variety of learning options including book and library resources.
workshops, conference topics and one-on-one consultation (on-site or distance). If you have a question about retirement in Canada, contact us for input. |
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| Playing Your Cards Right! – 1 training day |
This workshop is designed for participants who are age 45 and older and will provide participants with an introduction to personal retirement planning.
Overview
The workshop will help participants to:
• determine what is involved in the process of planning your own retirement
• learn the elements of a retirement plan
• understand how to put together a personal retirement income plan.
Focus:
The workshop will focus on some of the following issues:
• Lifestyle retirement planning.
• Will you have enough income? How much is enough?
• The role of an employee benefit plan and how does it fit with pensions from the government and income from savings?
• With nearly fifty percent of Canadians invested in a market that is volatile, what are the implications of a financial plan?
• Legal and estate planning
• Can we maintain our lifestyles at retirement?
• How does one recognize the priorities for decision making that may have a long-term impact on greater life satisfaction in retirement?
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Download
Download Course Material
Reference Material

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Canadians all across Canada are wondering if they can retire.
CAN I RETIRE?
There are now over 50,000 Canadians who have stopped wondering and started planning.
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