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Pre-Retirement Planning - Videoconference

Course contents include the following:

1. PENSION AND BENEFITS (½ day), and includes:

  • Pension plans;
  • Calculations and calculating pension;
  • Elective service;
  • Leaving before or after age 50;
  • Post-retirement life insurance;
  • Public Service Health Care Plan; and
  • Pensioners Dental Services Plan.

2. FINANCIAL PLANNING (1 day) and includes:

  • Life Stages
  • Financial Management Considerations
  • Cash Management
  • Planning Vs Budgeting
  • Plan for Impact of Inflation;
  • Good Debt vs Bad Debt;
  • Net Worth
  • Mortgage vs RRSP vs TFSA;
  • Investment Vehicles;
  • Investment Structures;
  • Type of Investment Risks;
  • Portfolio Management;
  • What is your risk profile?
  • Understanding our taxation system;
  • Retirement, Savings, and Income Programs;
  • Income Security Programs;
  • Life Insurance;
  • Other Insurances;
  • Estate Planning and Tax Mitigation;
  • Issues Retirees Face;
  • Working with a financial planner;
  • Action Plan.

3. ESTATE PLANNING (½ day) – Nunavut

  • Estate planning, wills, and powers of attorney;
  • Role of the attorney;
  • Role of the executor or the liquidator; and
  • Estate administration and probate.

Benefits to the participants

Throughout the activities, the participants will learn how manage their time and priorities.

Schedule: Thurs-Fri (9am-3pm)

 

Start Date: 
Thursday, October 24, 2019
End Date: 
Friday, October 25, 2019
Location: 
NCC Boardrooms
Community: 
Cambridge Bay
Gjoa Haven
Kugluktuk
Region: 
Kitikmeot
Contact Name: 
Grant Corey
Registration Deadline: 
Wednesday, October 23, 2019
Contact Email: 
Contact Phone: 
8679834059
Fax: 
8679834126

Application Form

Completed application forms must be downloaded, printed and signed by the employee and the employee’s supervisor, then emailed or faxed. All registrations are accepted on a first-come, first-served basis.