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| This seminar is made up of six (6) sessions of one-half day each: |
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| Session 1 | Full coverage of pension benefits, including the Public Service Superannuation Act (PSSA), the Canada Pension Plan/Quebec Pension Plan and Old Age Security; |
| Session 2 | Accurate information on legal issues such as the preparation of wills, powers of attorney and estate planning; |
| Session 3 | Timely strategies for managing the aging process as it affects health; |
| Sessions 4 & 5 | Comprehensive advice on how to develop a sound financial plan that will support personal retirement goals; |
| Session 6 | Valuable knowledge of the psychosocial issues individuals face as they move through the transition to retirement. |
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| As seminar participants, you and your partner are entitled to a free Personal Consultation with the Financial Advisor to discuss your personal financial situation (investments, pension plan provisions, buyback of past service, timing of retirement, transfer value, etc.). |
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RPI's unique condensed retirement seminar is specifically tailored for the Executives of the Public Service. |
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Session 1
(1 day) | Full coverage of pension benefits, including the Public Service Superannuation Act (PSSA), the Canada Pension Plan/Quebec Pension Plan and Old Age Security with comprehensive advice on how to develop a sound financial plan that will support personal retirement goals; and |
Session 2
(½ day) | Accurate information on legal issues such as the preparation of wills, powers of attorney and estate planning; and |
Session 3
(½ day) | Valuable knowledge of the psychosocial and health issues individuals face as they move through the transition to retirement. |
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| As seminar participants, you and your partner are entitled to a free Personal Consultation with the Financial Advisor to discuss your personal financial situation (investments, pension plan provisions, buyback of past service, timing of retirement, transfer value, etc.). |
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This seminar 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. |
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You should register for this 1/2-day seminar 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. Prior to attending this seminar, you should have already attended our 3-day Comprehensive Retirement Seminar or our 2-day Condensed Retirement Seminar for EX's (descriptions above). |
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| Topic | What is covered |
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Choosing your retirement date |
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- 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
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Review of various financial issues |
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- Taxes
- Investments
- Post-retirement Insurances
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Administrative requirements |
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- PSSA
- Supplementary Death Benefit
- Public Service Health Care Plan
- Public Service Management Insurance Plan (PSMIP)
- Post-retirment Life Insurance
- Pensioners Dental Services Plan
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| As seminar participants, you and your partner are entitled to a free Personal Consultation with the Financial Advisor to discuss your personal financial situation (investments, pension plan provisions, buyback of past service, timing of retirement, transfer value, etc). |
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| Planning My Future |
| Duration: |
2 Days, 8:30AM to 4:00PM |
No Schedule * |
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RPI's 2-day seminar is tailored specifically for the 20-40-year old who wants to start planning earlier rather than later.
* This seminar may be delivered on your premises (anywhere in Canada) for a group of your employees. For more information please contact us at 613-749-0009 or by writin to ltouchette@rpi-ipr.com
This seminar is made up of four (4) sessions of one-half day each: |
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Session 1 & 2
(1 day) |
Comprehensive coverage of the financial issues that will impact your retirement and the journey to get there. From the study of important financial concepts (debt reduction, inflation, tax planning, investments, insurances, etc.) to the coverage of the Public Service Superannuation Act (pension calculation, buyback of past service, timing of one's retirement, transfer value etc) all with the objective to develop a sound financial plan; and
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Session 3
(½ day) | A thorough review of essential legal documents such as your will, powers of attorney, probation costs; and |
Session 4
(½ day) | The formulation of plans for managing your health, diet and exercise, i.e. how to take care of yourself;
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| As seminar participants, you and your partner are entitled to a free Personal Consultation with the Financial Advisor to discuss your personal financial situation (investments, pension plan provisions, buyback of past service, timing of retirement, transfer value, etc.). |
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