Prepare Today for a Brighter Tomorrow with Tradex
One of the best ways to prepare for retirement is to attend a pre-retirement course. The National Association of Federal Retirees has partnered with Tradex, GERAS Centre for Aging Research, and a Certified Pension Presenter, to offer a two-day Pre-retirement webinar at the special introductory price of $145, which includes:
- A year’s membership with Federal Retirees
- A personal financial assessment (retirement income projections and portfolio review) offered by Tradex
- A presentation from a Certified Pension Presenter to gain some insight into the process of transitioning from federal public service employee to pensioner
- The course material
Course Breakdown
1.
The Benefits of Planning
Tales from the other side and retirement transition survey.
2.
Your Public Service Pension Plan
Pension and benefits website, contributions, benefit calculation, benefit options, deductions, indexing, survivor benefits, group insurance benefits, leave without pay and service buyback.
3.
Financial Planning
CPP, OAS, income from personal savings and assets (RRSP, TFSA), financial concepts, putting it all together.
4.
Estate Planning
Importance of an estate plan, wills, beneficiaries, probate, power of Attorney, personal directives, insurance, funeral arrangements and digital assets.
5.
Living Your Best Life
Goal setting for healthy habits, nutrition and mental fitness, travel, working post-retirement, volunteering, living arrangements including long-term care.
6.
My Retirement Experience
Personal experience of a former public servant
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FAQs
Prepare Today for a Brighter Tomorrow with Tradex
One of the best ways to prepare for retirement is to attend a pre-retirement course. The National Association of Federal Retirees has partnered with Tradex, GERAS Centre for Aging Research, and a Certified Pension Presenter, to offer a two-day Pre-retirement webinar at the special introductory price of $145, which includes:
- A year’s membership with Federal Retirees
- A personal financial assessment (retirement income projections and portfolio review) offered by Tradex
- A presentation from a Certified Pension Presenter to gain some insight into the process of transitioning from federal public service employee to pensioner
- The course material
Course Breakdown
The webinar will cover the following topics:1.
The Benefits of Planning
Tales from the other side and retirement transition survey.
2.
Your Public Service Pension Plan
Pension and benefits website, contributions, benefit calculation, benefit options, deductions, indexing, survivor benefits, group insurance benefits, leave without pay and service buyback.
3.
Financial Planning
CPP, OAS, income from personal savings and assets (RRSP, TFSA), financial concepts, putting it all together.
4.
Estate Planning
Importance of an estate plan, wills, beneficiaries, probate, power of Attorney, personal directives, insurance, funeral arrangements and digital assets.
5.
Living Your Best Life
Goal setting for healthy habits, nutrition and mental fitness, travel, working post-retirement, volunteering, living arrangements including long-term care.
6.
My Retirement Experience
Personal experience of a former public servant
May 4-5 (English) Learn More June 29-30 (English) Learn More Oct. 19-20 (English) Learn More Nov. 2-3 (English) Learn MoreSubscribe to receive news about upcoming Pre-Retirement Courses for Federal Public Servants
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Book a consultation today and discover insights and strategies tailored to your financial journey with Tradex.
Book a Free Consultation May 5-6 (English) Learn MoreBook a Free Consultation Today
Book a consultation today and discover insights and strategies tailored to your financial journey with Tradex.