Retirement Planning Workshop

Workers at all stages of employment will ask themselves the common question: “Will I have enough financially for retirement?” While retirement should be something to look forward to, financial uncertainty can make the transition to this stage of life a source of anxiety. Our retirement workshops are customizable and able to deliver information that will help your employees smoothly transition financially as well as emotionally to retirement.

Key Workshop Information:

  • Central focus is on supporting participants in preparing for retirement.
  • Workshops are highly interactive and participative, involving both group and individual exercises for participants. Facilitators make sure workshops motivate participants, encourage participation, and keep energy high.
  • Workshops typically range from 8 to 50 individuals (more or less can be arranged) and are customizable based on client needs, usually ranging from 1 to 3 days in length.
  • All topics are geared specifically towards the client’s needs and can include:
    • Lifestyle planning
    • Wellness planning
    • Expense planning for retirement and savings strategies
    • Education on defined benefit pension plans and defined contribution pension plans
    • Government sources of income (ie. Canada Pension Plan and Old Age Security)
    • Income from savings (RRSPs, LIRAs, RRIFs, annuities, and TFSAs)
    • Analysis of the retirement financial picture
    • Debt management
    • Investment planning
    • Tax planning
    • Insurance planning
    • Estate planning
    • Answering the question: “Will I have enough?”
  • Workshops provide real benefits to employees, helping them reduce finance-related stress that contributes to health problems, reduced productivity, and absenteeism. Not only will you have a better performing and more loyal workforce, but you could potentially gain distinctions for “Top Employer” awards, which can help recruitment and retention strategies.

Call or email us today to find out how we can provide your organization a retirement planning workshop!