Retirement 101

This four-session course is ideal for employees ten years or less from retirement. The challenge facing retirees is outlined and strategies to deal with this challenge are discussed in detail. The course adopts a conservative approach to ensuring a secure future. Specifics of company pension plans, savings plans and group RRSPs can be included to make the program even more relevant to the attendees. During the course, participants put together information on both their retirement objectives and their financial situation. Included with the program is an optional consultation with a financial planner. During this consultation a comprehensive financial plan is developed from the information assembled by the participants. The resulting plan provides a framework for future financial decisions. Please see the attached agenda for a detailed listing of the topics covered during the course.

Planning Your Financial Future

This course is geared to employees more than ten years from retirement and is conducted over two sessions. The program focuses on the accumulation of retirement savings. Investment strategies are discussed, as are other financial considerations like mortgages and life insurance. The course can be tailored to a specific organization with the inclusion of company benefit details etc. As with the longer course, an optional consultation with a financial planner is included. Please see the attached agenda for a detailed listing of topics covered during the course.

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Access to Education

This is a series of seminars on specific finance-related topics. These can be offered in combination with the above courses to give your people additional educational opportunities. Possible topics include: Mortgages, The Duties of an Executor, Estate Protection & Tax Sheltering, and Leveraging: Should I Borrow to Invest? These sessions are often used as informal lunch hour presentations.