Pension plan, financial plan, and more

Online Webinar

Comprehensive Retirement Planning

Duration
2 Day Webinar

9:00AM-4:00PM

Schedule

Day 1

9:00AM to 12:00PM

Full coverage of your pension plan (Public Service Superannuation Act - PSSA) by a PSSA Certified speaker

1:00PM to 4:00PM

Comprehensive advice on how to develop a sound financial plan that will support personal retirement goals - presented by a PSSA Certified speaker

Day 2

9:00AM to 12:00PM
A thorough review of essential legal documents such as your will, powers of attorney, probation costs
1:00PM to 2:30PM Timely strategies for managing the aging process as it affects health
2:30PM to 4:00PM Valuable knowledge of the psychosocial issues individuals face as they move through the transition to retirement

 

Pension/Finance Retirement Planning

Duration
1 Day Webinar

9:00AM to 4:00PM

Schedule

9:00AM to 12:00PM

Full coverage of your pension plan (Public Service Superannuation Act - PSSA) by a PSSA Certified speaker

1:00PM to 4:00PM

Comprehensive advice on how to develop a sound financial plan that will support personal retirement goals - presented by a PSSA Certified speakers

 



1/2 day Ready to Retire

Duration
1/2 Day Webinar

9:00AM-12:00PM

This webinar 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 webinar 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.

Schedule

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