Transitioning to retirement can be an exciting and anxious time. Many questions create confusion and information is coming from many directions. This program is designed to guide participants through the process of preparing and transitioning into retirement with confidence. The program will help you build a much clearer personal vision of retirement, determine how much you will need to achieve that vision, and show you where the money will come from to fund your lifestyle. Participants will receive a workbook and resources to help them take action with the information provided.
In this full-day course you will learn:
how to dramatically reduce your taxes
how spending changes from working years to retirement years
how to change the management of your investments
how to plan your retirement lifestyle (what will you do once retired?)
the truth about RRSPs, RRIFs, and TFSAs
the importance of a financial plan
the importance of wills, powers of attorney, personal care directives; and
who can help you through the process
This course will NOT cover information pertaining to your specific McMaster pension plan, McMaster group RRSP, or McMaster benefits.
This program is open to all active McMaster University employees.
Program Cost: This program is funded by McMaster University. Parking fees are the responsibility of the participant (or their department). Cancellation fees apply (see below). Lunch is not included.
Withdrawing from the Program : Seating is limited in this workshop. Those who register but do not attend (no show) or withdraw from the session seven calendar days or less, prior to the start of the program, will have an administrative fee ($200) billed to their department.
All withdrawal notifications must be submitted via email to firstname.lastname@example.org.