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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
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