This session has limited seating for 10 employees and one guest.
Length: 4 hours
Audience: All employees
During this session, an experienced Chartered Professional Accountant and Registered Financial Planner will work with you. This workshop involves hands-on calculations using your own personal numbers to determine your financial readiness to retire. To get the most benefit from the session, you should prepare by assembling your personal financial numbers based on the instructions he will provide in advance.
During the session, the facilitator will review financial considerations and demonstrate (using your own situation) how your current savings and income will add up to provide you with income in your retirement. This workshop will use approximations and general guidelines and is only one step in reaching a retirement decision.
It is important that you bring as much of your personal financial information as possible to maximize the benefit of this workshop. As marital status is considered, if you are married or living common-law, you should accumulate the same information for your spouse, as retirement may be a joint planning effort. Each employee may bring a guest with them. Please identify if you plan to bring a guest when you register.
The financial information that you will need includes an estimate of your CPP, your expected PEI Public Sector Pension, your retiring allowance, your expenses in retirement and your total savings now. After your registration is approved, you will be provided with instructions and forms for determining this information from the facilitator.
You work with your own information. Confidentiality of participants is respected throughout the workshop.
Matt Barlow, 368-6175, firstname.lastname@example.org
Alaina Roach O'Keefe, 368-4186, email@example.com
Facilitator: External - Blair Corkum, CPA, CA, R.F.P., CFP®, CFDS, CLU, CHS
Location - Sage Room, 40C Burns Avenue
Wednesday, December 13th, 2024 from 1:00 p.m. to 5:00 p.m.
Wednesday, January 10th, 2024 from 1:00 p.m. to 5:00 p.m.
Wednesday, January 17th, 2024 from 1:00 p.m. to 5:00 p.m.
Wednesday, February 21st, 2024 from 1:00 p.m. to 5:00 p.m.
Wednesday, March 6th, 2024 from 1:00 p.m. to 5:00 p.m.