Joyful Retirement Planning – Rules and Tools

These online webinars will help you prepare for a financially secure retirement, maximize your income, and get the most from your investments. In two one-hour sessions, you will learn how to protect your hard-earned savings from inflation, taxes and erosion through poor planning.

Topics covered include:

Life Planning for Retirement

Income Planning

Retirement Roadblocks and Mistakes

Tax Planning

Investment Planning

LEARN AT YOUR OWN PACE

The workshop is conveniently presented in two one-hour webinars to give you time to absorb and reflect on the information gathered and address the issues that are important to you personally. Registration includes a PDF workbook which is yours to keep as a valuable reference tool and a record of your progress.

WHO SHOULD ATTEND

The material is relevant to those planning their retirement, close to retirement or already retired. The curriculum is designed for people who are serious about gaining money management knowledge.

NO SOLICITATION

As this is an educational program, there is no promotion or solicitation of financial products. Examples and illustrations are generic, without reference to specific products or services. Questions about your specific situation or investment portfolio will be best answered during your personal consultation.

PERSONAL CONSULTATION AND ANALYSIS

Registrants are entitled to an optional, personal financial planning consultation at no cost or obligation. You will be assigned homework during the course, and based on the information you provide, your instructor can prepare a personal financial analysis. This session will help you identify your personal financial objectives and develop a plan to achieve them.

INDIVIDUAL COACHING

After participating in the webinar you will have weekly access to the instructor to consult with her on your personal financial strategies.

JOYFUL RETIREMENT

Joyful Retirement Seminars have been offered across Canada by qualified financial educators in university and college locations since 2018. As a result of the Covid-19 emergency, the live programs have been postponed. The course material has been restructured as an employee benefit for small and medium sized companies to provide for their staff.

As in the original programs, there is no promotion or solicitation of financial products.

Following the online retirement webinars, registrants are entitled to an optional, personal financial planning consultation at no cost or obligation.

Over 5,000 students report feeling confident about their future and empowered to make important financial decisions after taking the course.

Great seminar for everyone regardless of age or knowledge level. Not only did we get the benefit of all the material covered in the classroom presentation, everyone was offered a one on one consultation at no extra charge at a later date. We definitely took advantage of this extra perk. Well worth the time for planning your retirement. Thanks!!

Tina Marie Davidson