Course Details

THE BENEFITS OF PLANNING

Tales from the other side and retirement transition survey

YOUR PUBLIC SERVICE PENSION PLAN

Pension and benefits website, contributions, benefit calculation, benefit options, deductions, indexing, survivor benefits, group insurance benefits, leave without pay, service buyback

FINNANCIAL PLANNING

CPP, OAS, income from personal savings and assets (RRSP, TFSA), financial concepts, putting it all together, you and your survivor

ESTATE PLANNING

Importance of an estate plan, wills, beneficiaries, probate, power of Attorney, personal directive, insurance, funeral arrangement, digital assets

LIVING YOUR BEST LIFE

Goal setting for healthy habits, nutrition and mental fitness, travel, working post-retirement, volunteering, living arrangements including long-term care

MY RETIREMENT EXPERIENCE

Personal experience of a former public servant