MEPP - BUILD/PREPARE - FULL DAY (Includes all three modules) (VIRTUAL)
Description
Module 1 - Let’s make a plan
This module will introduce you to your go to contacts at Plannera, explain some of the services Plannera offers, and set you on the path to creating and updating a financial plan.
Module 2 - Putting it all together
This module will discuss other sources of income you will have in retirement and things you should consider when making investment decisions. It will also cover tax considerations and pension legislation around your marital status.
Module 3 - Build a plan & Prepare to retire
Designed for: Mid to Late-career members
This workshop is for mid to late-career members and is designed to help you understand in detail how your pension fits into your overall financial wellness.
You will learn about all aspects of your financial plan with a focus on retirement income options. Topics include:
- saving and debt management
- tax planning and estate planning
- retirement income options