Pension plan, financial plan, and more

Seminar (in-person training)

Comprehensive Retirement Planning (NCR)

Duration
3 Days

08:30AM to 4:00PM

Note
For those unable to attend a seminar in person, RPI offers a webinar that you may attend from work or home.

Schedules & Costs

RPI has been delivering its flagship retirement seminar since 1996. It is recommended to take this seminar while in your early forties, then again 5 to 10 years later, and finally in the last year before your selected retirement date.

 Session 1
(½ day)
Full coverage of your pension plan (Public Service Superannuation Act - PSSA) by a PSSA Certified speaker;
 Session 2
(½ day)
Accurate information on legal issues such as the preparation of wills, powers of attorney and estate planning;
 Session 3
½ day)
Timely strategies for managing the aging process as it affects health;
 Sessions 4 & 5
(1 day)
Comprehensive advice on how to develop a sound financial plan that will support personal retirement goals - presented by a PSSA Certified speakers; and
 Session 6
½ day)
Valuable knowledge of the psychosocial issues individuals face as they move through the transition to retirement

 

1/2 day Ready to Retire (am) (NCR)

Duration
1/2 day (am)

8:30AM to 12:00PM

Note
For those unable to attend a seminar in person, RPI offers a webinar that you may attend from work or home.

Schedules & Costs

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.

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. We recommend that you attend this training after having attended one of the other retirement planning seminars or webinars.

Topic What is covered
  Choosing your retirement date

  • 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
  Review of various financial issues

  • Taxes
  • Investments
  • Post-retirement Insurances
  Administrative requirements

  • PSSA
  • Supplementary Death Benefit
  • Public Service Health Care Plan
  • Public Service Management Insurance Plan (PSMIP)
  • Post-retirement Life Insurance
  • Pensioners Dental Services Plan