Roadmap to Retirement
You Can’t Take the First Step on the Road to Retirement Without a Roadmap
70% of Canadians do NOT have a financial plan.
According to a study conducted by Leger Marketing in 2008, nearly 7 out of 10 respondents admit they do not have a financial plan in place. 80% of those without a plan feel that the recession isn’t enough of an incentive to create one. Worst of all, more than 40% of Canadians do not have emergency savings put aside in the event of a sudden change in circumstances.
How Will Your Retirement Planning Affect Your Life?
According to the Canadian Institute of Actuaries, only one in three Canadians expecting to retire in 2030 are saving at levels required to meet basic household expenses in their retirement. Canadian soon-to-be retirees simply aren’t getting the help they need from the bank, from the media or in the workplace.
“I found the whole class extremely useful. I also realized the need to be informed and make a proper retirement plan”
- D. Alonso
This Program Will Put You on the Road to Retirement
Retirement planning and other major life transitions can seem like a difficult task. This program will take you through your retirement planning process step-by-step, from the basics of money management through the thorny issues of wills and estate planning. Each stage is clear, meaningful, and easy to understand. At the beginning of the program, you may purchase some of the necessary tools and resources to get started on your Roadmap to Retirement. During the program you will learn a wide range of retirement planning strategies for Canadians, the unique characteristics and drawbacks for each and how you can use them to your advantage.
“Well structured, easy to understand, with relevant examples and case studies”
-J. Dover
What is the Program?
You will start with the basics of money management, then move to investing, how to manage the various forms of pension income, how to protect your legacy, and then tie the program together by finding out how to make retirement planning work best for you. The program is a concise overview of retirement planning issues to help you become more knowledgeable, more aware of your options and more empowered to retire wealthy.
“It filled many blanks for me. It takes the mystery out of Retirement Planning”
- P. Bayrachny
What Will You Gain?
By the end of this course you will discover strategies for:
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Defining your financial objectives
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Establishing your retirement priorities
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Wealth management and maximizing income
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Effective tax planning
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Long term health care planning
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Living well and leaving a meaningful legacy
February 3, 10, and 17, 2010
Etobicoke School of the Arts
675 Royal York Rd
Toronto, Ontario M8Y 2T1
Canada
