The Retirement 101® Program is a distinct, proven, educational course that goes beyond facts and information to provide participants with fresh, personal and relevant perspectives on the retirement planning process.

The program addresses the lifestyle, financial and non-financial issues and concerns that everyone either thinks about or faces during their retirement stage of life. We want participants to understand these needs and concerns and gain the knowledge and insight to incorporate them within their own personal planning and goal setting.

Developed by an independent financial planner and taught by qualified investment advisors, The Retirement 101® Program puts participants in a position of financial strength and confidence as they plan for their retirement.

Over the span of four sessions, participants piece together four key elements – retirement, financial, investment and estate planning – that are necessary to create both a solid retirement and overall retirement plan.

Retirement 101 is...

Interactive
Participants work with the instructor as well as other course participants – all of whom will be at a similar life stage as one another.

Hands on
Unlike many courses, The Retirement 101® Program goes beyond merely giving participants information. We have them apply this information to their personal circumstances and include family members in the process. Take-home assignments and customized worksheets will draw out new perspectives and opportunities to give participants new confidence and financial strength.

Relevant
We encourage participants to take the course with a spouse or common law partner for maximum success. When people take the course on their own, we suggest they complete the take-home assignments with their spouse or common law partner. The more participants apply the course material to their circumstances, the greater their success!