PEPP - PREPARE to Retire (full day) (virtual)
Description
If you are late in your career, this workshop is the one for you.
In this workshop, you will focus on the retirement process. Full day has been scheduled to let you take all 4 modules in the PREPARE workshop on the same day.
Morning:
Module 1 – How it all comes together
This module will help you with your budget considerations in retirement planning. We would dive into more detail of the various income sources you may have. This module will include topics such as the Canada Pension Plan, Old Age Security as well as other investment accounts.
Module 2 – The money and beyond
This session will provide you with information on tax planning considerations and ask you to reflect on other aspects of your financial picture. Topics will include wills and estates, powers of attorney and other topics to help get your financial house in order.
Afternoon:
Module 3 – PEPP Investment Options
This session will help you understand the basics of your pension plan and describe the investment options that are available to you.
Module 4 – Retirement Income Options
This section will cover in depth the retirement income options that are available with your PEPP plan. After reviewing the options our RICs will discuss why you might choose one over the other, and how your plan may evolve over time.
Sessions are facilitated by our Retirement Information Consultants who are CERTIFIED FINANCIAL PLANNER® or QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals.
As a PEPP member, you and a guest are welcome to attend any of the workshops in the Your Path to Retirement series. It’s easy to register! Just find the workshop you are interested in and complete the online registration form.
To attend a workshop, you must obtain approval from your employer. You are responsible for your accommodations, transportation or meals, if applicable.