Retirement Essentials Series

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Retirement is about more than finances. This three-part Retirement Essentials Series explores the key decisions that support a successful transition to retirement—from creating sustainable income and managing financial risks, to building a meaningful life beyond work, and ensuring your estate, incapacity, and health care plans are up to date. Gain practical insights, expert guidance, and actionable strategies to help you retire with confidence and peace of mind.

Session 1: Retirement Income
Session 2: Your Guide to a Fulfilling Retirement
Session 3: Reviewing Your Estate, Incapacity, and Health Care Planning

Five Reasons to Register

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Start Retirement on the Right Foot
Make informed decisions about income, pensions, benefits, and investments from the outset.

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Avoid Common Retirement Pitfalls
Understand how financial, tax, and lifestyle choices can affect your long-term success.

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Prepare for life beyond work
Explore strategies to support purpose, well-being, and a fulfilling retirement lifestyle.

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Access to Session Recordings
Live sessions will be recorded, and series registrants will be provided access to them for a limited time

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Savings
Register for the series and receive all three sessions at the special series rate!

Register for Series

Your Sessions for Fall 2026

Only interested in specific sessions? You can also register for individual seminars by clicking on the titles that interest you.

Kurt

Speaker
Kurt Rosentreter, CPA, CA, CFP, FCSI, CIM
President, Upper Canada Capital and Senior Financial & Portfolio Manager

Friday, September 11, 2026
9:00am-10:30am

Essential Financial Planning Before You Retire

Retirement planning requires clear decisions on income, taxes, and long‑term financial sustainability. Explore key considerations that shape retirement outcomes, from government benefits to investment strategy and spending patterns. 

The session will examine when to take CPP and Old Age Security, how tax considerations change in retirement, and how to assess whether savings will support long‑term lifestyle needs. Participants will also learn to assess investment choices and risk management once regular income ends.

Register for Essential Financial Planning Before You Retire

Terry

Speaker
Terry Olexyn, CPA, CMA, MFIN
Founder, Peak Retirement Solutions Ltd.

Friday, October 9, 2026
9:00am-10:30am

Retirement Beyond the Numbers: Preparing for Life After Work

For most people, retirement planning begins - and ends - with financial preparation. Once the savings goals are met, and the retirement date arrives, a different question emerges: what will life look and feel like beyond work? 

In this engaging and thought-provoking session, Terry Olexyn examines the critical non-financial aspects of retirement that play a major role in long-term satisfaction and well-being. Participants will explore the emotional, psychological, social, and lifestyle transitions that accompany retirement and discover practical ways to navigate this next stage of life with confidence and purpose. 

Register for Retirement Beyond the Numbers

HeatherSpeaker
Heather Rivers, BA, CFP, FMA, CPCA
Manager, Financial Planning and Education, Odlum Brown Financial Services Limited

Friday, December 11, 2026
9:00am-10:30am

Reviewing Your Estate, Incapacity and Health Care Planning at Retirement

This session will discuss key decisions and documents important to creating an estate, incapacity and health care plan. 

Whether you are approaching retirement or merely curious about this often-overlooked part of financial planning, you will gain practical tools and insights.

Register for Reviewing Your Estate, Incapacity and Health Care Planning at Retirement