Pre-Retirement or Mid-Career Webinars for Ontario Residents

Pre-Retirement - Individual Registration
The 4-evening webinars are offered to employees or workers and are designed to facilitate the transition from work to retirement by providing important information on the various aspects to be considered in planning for retirement.
Participants will acquire knowledge and tools that will help them better prepare for this important transition.

The Pre-Retirement Webinars contain the following modules:

1. Psychological Aspects of Retirement: This module focuses on the challenges and impacts of this life transition.
2. Health and nutrition: The focus of this module is on diet, health and their impact on retirement.
3. Estate Planning: This module includes all aspects of succession planning, and only Common Law will be discussed and presented by a lawyer.
4. Financial Planning: This module deals with various topics related to good financial planning for retirement.

Pre-Retirement - Private Group Registration
The webinars are offered to employees or workers in AM, PM or evening all days and are designed to facilitate the transition from work to retirement by providing important information on the various aspects to be considered in planning for retirement. Participants will acquire knowledge and tools that will help them better prepare for this important transition.

The Pre-Retirement Webinars contain the following modules:

1. Psychological Aspects of Retirement: This module focuses on the challenges and impacts of this life transition.
2. Health and nutrition: The focus of this module is on diet, health and their impact on retirement.
3. Estate Planning: This module includes all aspects of succession planning, and only Common Law will be discussed and presented by a lawyer.
4. Financial Planning: This module deals with various topics related to good financial planning for retirement.

Mid-Career - Individual Registration
The 2-evening webinars are offered to employees or workers who are between the ages of 35 and 49 at the time of registration. Participants will acquire knowledge and tools to better understand financial planning and the nuances of the Ontario legal system.

The Mid-Career Webinars contain the following modules:

1. Estate Planning: Only Common Law will be discussed and presented by a lawyer.

• Legal Status
• Family and Marital Status, Matrimonial Regimes
• Powers of attorney and Personal Directives
• Intestacy, Wills and Codicils, Executor and Trusts
• Probate and Taxes
• Real Estate

2. Financial Planning: This module deals with various topics related to financial planning.

• Why and how to plan?
• Sources of retirement income (Employer private pension plan, public plans: CPP, OAS and personal savings)
• Investments and tax strategies (RRSP, TFSA, LLP, HBP, RDSP, RESP)
• Life insurance and health insurance
• Taxes (investment income, Exemption, Donation credit, Medical and Education expenses)
• Pay your mortgage or save (food for thought/tools)