Rethinking Retirement

Rethinking Retirement

 

WHAT

This teleclass series provides essential knowledge and skills for planning your later life. It goes beyond retirement savings methods and explores how life goals and priorities will affect when/how you transition to a new way of living, earning and spending.

 

WHO

This series is for women of all ages who want to equally enjoy life now and in the future. It particularly appeals to women who want the following:

  • A chance to consider lifetime goals and how much they will cost

  • An overview of considerations for downshifting or ending a career

  • Tips about alternative income sources or working during retirement

  • A detailed explanation of retirement savings options

  • Tools and techniques for determining how much to save and by when

 

Classes are facilitated by Karin Mizgala, MBA CFP co-founder of the Women's Financial Learning Centre and CEO of Money Coaches Canada

 

WHY

Retirement comes faster than we think. And saving for retirement usually takes longer than we think. Envisioning how to transition ones lifestyle and livelihood and understanding how to plan accordingly is invaluable to all of us.

 

HOW

Classes are by phone, with lively dialogue, and high convenience. Dial-in details provided upon registration.  Audio recordings are available after each class.

 
Register for one class or the whole series below.

Teleclass Series

Balancing Today's and Tomorrow’s Goals
 
During this 1 hour session, you will learn:
-    strategies to get what you want now and in retirement
-    how to balance conflicting life and financial goals
-    whether you should save or pay down debt
-    how to figure out your retirement expenses
-    the 5 biggest retirement mistakes you don’t want to make

Date: Sat Feb 18th
Time: 9:30-10:30am PST/12:30-1:30pm EST
Cost: $27+GST/HST


How Much is Enough?

During this 1 hour session, you will learn:
-    what it takes to retire comfortably
-    why you may need less than you think
-    how to use basic retirement calculators
-    the new CPP rules and how they affect you
-    what you need to do now to retire comfortably later


Date: Sat Mar 10th
Time: 9:30-10:30am PST/12:30-1:30pm EST 
Cost: $27+GST/HST

 

How to Invest for Retirement 
During this 1 hour session, you will learn:
-    whether RSPs are still a good investment
-    when to invest in a TFSA or RSP
-    how to make smart investment choices for retirement
-    the hard questions you need to ask your financial advisors
-    why investment fees matter

Sat April 14th  
9:30-10:30am PST/12:30-1:30pm EST
Cost: $27+GST/HST


Making and Managing Income in Retirement
 
During this 1 hour session, you will learn:
-    how to draw income from your RSPs
-    what steps to take if you are considering starting a business
-    retirement tax planning strategies
-    when to consider selling or downsizing your home

Sat May 5th
9:30-10:30am PST /12:30-1:30pm EST
Cost: $27+GST/HST

 

Special Offer - Register for all 4 session for the price of 3
Cost: $81+GST/HST

 

Contact Us 

  • To request email notification when new dates become available

  • To organize a private course with your friends or colleagues

  • To further assess whether this course is right for you