Pre-Retirement Course

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 $120, which includes:

  • A year’s membership with Federal Retirees
  • A personal financial assessment (retirement income projections and portfolio review) offered by Tradex
  • A complimentary appointment with 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

Below are currently scheduled courses. If you would like to set up a course for 20 or more participants please contact us or click here to receive notifications on future courses.

Jan. 13-14 (English)
Sold Out
Feb. 3-4 (French)
March 24-25 (English)
Sold Out

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FAQs

This course is valuable for current employees of the federal government and recent retirees.
Please sign up below to receive an e-mail with news of future Pre-Retirement Course in Ottawa. If you’d like to host a course for your department please e-mail us directly at info@tradex.ca
You can call Tradex directly at 613-233-3394 or e-mail us at info@tradex.ca with any questions.
Still have questions?

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