Description
Learn in a classroom environment with your peers, virtually, with an instructor online.
Course Length: .5 Day
Target Audience: General
Learning Objectives:
Participants will be provided with tools for understanding: financial planning; preparing a financial plan; financial resources and benefits they have and determining financial needs; planning for retirement and estate planning and group and government benefits, various investment vehicles.
Course Content:
- Need financial for planning, what are your goals?
- Pillars of independence
- Inflation, interest rates
- Pensions – where do you stand?
- CPP / QPP
- Group plans, private plans
- Indexation
- Pension maximization and tax deferrals
- RRSPs, converting RRSPs into retirement income
- Reducing the tax bite
- Powers of attorney, when and why it is used; pros and cons
- Keeping your will updated
- Taxes at death
- Life insurance
- Estate planning techniques
- Gifting assets
Supplement Material
A student manual is available for the learner to follow during the instructor’s presentation.
Benefits to the participants
Throughout the activities, the learners will be able to examine their current situation and apply new practices to manage their financials.
Course Evaluation
A course evaluation will be completed by the learners once the course is finished.
Note: The course outline may be subject to change.
