Retirement Planning - Planning for Success! ©

With retirement approaching, the "Boomer" generation needs to begin planning actively for financial success. Through classroom discussion, checklists and exercises, workshop participants will determine their long-term retirement goals, their current financial status and what they need to bridge the gap between the two.

Topics covered:

• Objectives of retirement planning
• The impact of inflation and taxes on retirement income
• Developing a long term point of view
• Government and private pension plans
• Registered retirement savings plans
• Debt and equity investments
• Mutual funds and segregated funds
• Investment risk
• Asset allocation and diversification

Optional topics:

• Analyzing your personal financial statements
• Reviewing your investments - will you have enough?
• Risk management techniques
• Life insurance
• Planning for long term care
• Overview of estate planning issues
• Developing your personal action plan
  

Duration: This workshop can be presented in two formats.

1. One day workshop of approximately 3 hours, or
2. Three day workshop of approximately 10 hours

Note we cannot include the optional topics in the 3-hour workshop format.

For workshop fees and schedule information, please contact us at:

bookings@selfemployedtaxtips.ca