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Human Resources Services




	

		

			

				

					
3-Part Planning for Retirement Course
					
 Apr 12, 2022 to Apr 26, 2022 
 2:00PM to 4:00PM

									

				

					Event Categories   Employee Well-Being and   Retirement Planning
				

			


	

	

		

			

				

					

						

							Image of Sign for Retirement Planning							

															

						

						

	

		


	Date/Time

	Date(s) - 12/04/2022 - 26/04/2022
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:


    

  • April 12, 2022 from 2 p.m. – 4 p.m.; AND
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  • April 19, 2022 from 2 p.m. – 4 p.m.; AND
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  • April 26, 2022 from 2 p.m. – 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;
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  • knowledge of the basics of investments and savings;
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  • information about the basics of taxes, insurance, and estate planning; and
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  • 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.


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


Registration is now closed. Our next sessions will be held in June, 2022