Pension plan, financial plan, and more

Seminar (in-person training)

Comprehensive Retirement Planning (NCR)

Duration
3 Days

08:30AM to 4:00PM

Note
For those unable to attend a seminar in person, RPI offers a webinar that you may attend from work or home.

Schedule

RPI has been delivering its flagship retirement seminar since 1996. It is recommended to take this seminar while in your early forties, then again 5 to 10 years later, and finally in the last year before your selected retirement date.

 Session 1
(½ day)
Full coverage of your pension plan (Public Service Superannuation Act - PSSA) by a PSSA Certified speaker;
 Session 2
(½ day)
Accurate information on legal issues such as the preparation of wills, powers of attorney and estate planning;
 Session 3
(½ day)
Timely strategies for managing the aging process as it affects health;
 Sessions 4 & 5
(1 day)
Comprehensive advice on how to develop a sound financial plan that will support personal retirement goals - presented by a PSSA Certified speakers; and
 Session 6
(½ day)
Valuable knowledge of the psychosocial issues individuals face as they move through the transition to retirement

 

1/2 day Ready to Retire (am) (NCR)

Duration
1/2 day (am)

8:30PM to 12:00PM

Note
For those unable to attend a seminar in person, RPI offers a webinar that you may attend from work or home.

Schedule

This seminar is meant to fine-tune your actual retirement to ensure that you are maximizing all your entitlements and not missing out on any last-minute opportunities.

You should register for this 1/2-day seminar when you are considering the actual date of your retirement. For some, this will be about six month in advance, for others it will be 1 month to 2 years in advance. We recommend that you attend this training after having attended one of the other retirement planning seminars or webinars.

TopicWhat is covered
  Choosing your retirement date

  • Calculating pension
  • Elective Service (last chance!)
  • Vacation pay / sick leave
  • Severance pay
  • Leaving before or after age 50
  • Pension Benefit Division Act (PBDA)
  • Canada Pension Plan / Quebec Pension Plan
  • Old Age Security
  Review of various financial issues

  • Taxes
  • Investments
  • Post-retirement Insurances
  Administrative requirements

  • PSSA
  • Supplementary Death Benefit
  • Public Service Health Care Plan
  • Public Service Management Insurance Plan (PSMIP)
  • Post-retirement Life Insurance
  • Pensioners Dental Services Plan