Retirement Planning

1 hour instructor-led seminar or webinar
For general audience

Overview

This module will show you how to ensure that your Financial Retirement House is in tip top shape to ensure a comfortable financial retirement. Many people worry about whether or not they will have enough money for a comfortable retirement but forget to research where that money will come from. A person’s retirement income should be based on many different sources of income. In this module, you will learn about various sources of income and how they will contribute to your retirement income.

Learning objectives

At the end of this seminar, participants will be able to do the following:

  • Understand the key components to the Financial Retirement House
  • Recognize different sources of income
  • Realize the importance of income diversification in your retirement
  • Develop a basic understanding of the various types of pension plans: 
    • Defined Benefit (DB)
    • Defined Contribution (DC)
    • Canada/Quebec Pension Plan (CPP/QPP)
    • Old Age Security (OAS)

Want to learn more?

One of our team members will be happy to assist you.