Pre-Retirement Workshop (018394)

Product code: 018394

Overview

Delivery method

Delivery method

Virtual classroom

Duration

Duration

7 hours

Audience

Audience

Employees

 

Description

*Please note that this course is open to Justice Canada employees only.

 

Planning your retirement? Looking for professional advice on how to best prepare? The purpose of this one-day workshop is to provide an overview of the key components of retirement planning by a specialist in financial planning. At the end of the workshop, you will have the knowledge and tools to plan and prepare for your retirement years.

Topics covered:

Pension:

  • Plan Governance
  • PSSA Administration, Recent Amendments
  • Types of Benefits
  • Elective Service
  • Unreduced Pension, Reduced Pension, Deferred Pension, Transfer Value, Return of Contributions
  • CPP Integration
  • Insurance coverage
  • Severance Pay
  • Survivor Benefits 

Finance:

  • Canada / Québec Pension Plans (C/QPP)
  • Old Age Security (OAS)
  • Pension Portability, Buyback of Service
  • Can You Afford to Retire?
  • Income at Work vs Income at Retirement
  • Impact of Personal Savings
  • Income Tax (Federal, Provincial)
  • RRSPs, RRIFs and Annuities
  • Severance Payments
  • Types of Investments
  • Investment Principles (diversification, risk/rewards, asset allocation)

Presented by: The Retirement Planning Institute in collaboration with the Centre of Expertise for Learning and Professional Development (CoELPD).

Registration deadline: 5 working days prior to course date.

Participants are responsible for adding their training activities to their Outlook calendars.

 Cost: Free

Cancelling your registration: Simply log into your JUScampus account and select "Unregister" from this event page.

Accommodation Measures: The Department of Justice is committed to an inclusive, barrier-free learning environment. If you need workplace accommodations to fully participate in this training, contact your manager or the Centre for Workplace Access-Ability, Health and Wellness (CWAHW). Please note, the CWAHW requires at least 72 hours to respond.

Please contact the Centre of Expertise for Learning and Professional Development (CoELPD):

  • For training material, at least 5 business days before the training session if needed in advance.
  • To flag any other requests or accommodations needs, at least 10 business days before the training session.
  • For more information or if you have any issues with this course.

 

Accreditation by Law Societies:

Please note that this activity is not eligible for accreditation of continuing professional development (CPD) with the law societies.

If you have questions, please contact the accreditation team by email (Accreditations@justice.gc.ca).

No Current Offerings

Date modified: 2023-04-04