Date/Time
Date(s) - 05/05/2021
2:00 pm - 4:00 pm

McMaster University has partnered with the Credit Counselling Society (CCS) to offer a 3-part online retirement planning course aimed at helping pre-retirement employees obtain and maintain financial stability in their upcoming retirement.

Participants must be available to participate in ALL THREE of the 2-hour sessions:

• May 5, 2021 from 2 – 4 p.m.; AND
• May 12, 2021 from 2 – 4 p.m.; AND
• May 19, 2021 from 2 – 4 p.m.

By the end of the three sessions, participants will gain:

• an understanding of their income, debt, and budget before and during retirement;
• knowledge of the basics of investments and savings;
• information about the basics of taxes, insurance, and estate planning; and
• retirement planning resources.

Topics such as states of retirement, retiring without debt, sources of retirement income, investment basics, strategies to navigate taxes, estate planning, insurance, and resources will be discussed.  This is a real-time, online, interactive course.  All three sessions are required to complete the course.  A link to the course, along with further details will be provided prior to the first session in the series.

Register for the 3-part retirement course

Program Cost 

This program is funded by McMaster University.  You will be required to submit your department account number to register for this course (relating to cancellation policy – see below).  You are not confirmed in the course until a department account is provided.

Cancellation Policy

Spaces are limited in this course with a lengthy waiting list.  Due to the popularity of this course and to ensure we can maximize available spaces, a cancellation/no-show fee applies.  All cancellations must be provided with a minimum of 5 business days notice prior to the start of the course.  Please email od@mcmaster.ca with your cancellation request so that we may contact an individual on the waiting list when a space becomes available.