R101 Course Outline
Course Syllabus
The Retirement 101® Program course syllabus consists of four sessions or modules (2 hours each). Throughout the syllabus course participants piece together the four key elements of retirement planning – retirement, financial, investment and estate planning.
Understanding how the four modules interrelate with one another and how to incorporate this knowledge into their own personal experience is the KEY to each participant’s individual plan.
Module 1: The Retirement Plan | Module 2: The Financial Plan |
Module 3: The Investment Plan | Module 4: The Estate Plan |
Complimentary Fifth Module
The program offers an optional fifth module which is a personal financial planning review and the development of a Customized Retirement Income Model.
The model will help participants figure out several key issues such as when should they ideally take CPP, which pension option is right for them, if they will need supplemental work income after retirement, and whether they will be able to maintain their existing lifestyle.
This is strictly a financial plan, not an investment plan, and it does not include any specific investment product recommendations. This is another aspect of The Retirement 101® Program that is distinct. Unlike many bank- or insurance company- sponsored seminars or courses, our program does not promote any one investment solution or supplier.
Introduce & Customize the program for your company staff or association members
Would you like to customize some elements of the course syllabus to match the direct needs of your employee staff or association members?
Please contact us and we’d be happy to arrange an introductory meeting and discuss your specific situation.
