Essential Financial Planning Before You Retire (Live Webinar)
Overview
Retirement planning requires clear decisions on income, taxes, and long-term financial sustainability. In this session, participants will explore key considerations that shape retirement outcomes, from government benefits to investment strategy and spending patterns.
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Course Description
Drawing on practical insights, 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. This session will assist participants in making informed decisions with greater confidence.
Applicable for
Content
- Evaluate retirement income sources, including CPP, OAS, and RRSP/RRIF decisions
- Assess long-term financial needs to support a sustainable retirement lifestyle
- Understand tax, investment, and risk considerations in retirement
Other sessions in the Retirement Essentials Series:
Retirement Beyond the Numbers: Preparing for Life After Work
Reviewing Your Estate, Incapacity and Health Care Planning at Retirement
Course Dates & Registration
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KURT ROSENTRETER, CPA, CA, CFP, CLU, TEP, FCSI is the owner of Upper Canada Capital, a "Family CFO" and Senior Financial Advisor with Manulife Wealth in Toronto. Kurt is the past co-founder of the billion-dollar wealth management practice at one of Canada's big four accounting firms and a national best-selling author on finance. Kurt has been an instructor at CPA associations across Canada for 18 years and is a regular in the national press on money topics. His fast-paced, no-nonsense talk about investing and financial planning has made his courses core content for Canadians for years.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Essential Financial Planning Before You Retire (Live Webinar)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Retirement planning requires clear decisions on income, taxes, and long-term financial sustainability. In this session, participants will explore key considerations that shape retirement outcomes, from government benefits to investment strategy and spending patterns.
|
|
Course Description
Drawing on practical insights, 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. This session will assist participants in making informed decisions with greater confidence.
Applicable for
Content
- Evaluate retirement income sources, including CPP, OAS, and RRSP/RRIF decisions
- Assess long-term financial needs to support a sustainable retirement lifestyle
- Understand tax, investment, and risk considerations in retirement
Other sessions in the Retirement Essentials Series:
Retirement Beyond the Numbers: Preparing for Life After Work
Reviewing Your Estate, Incapacity and Health Care Planning at Retirement
Course Dates & Registration
KURT ROSENTRETER, CPA, CA, CFP, CLU, TEP, FCSI is the owner of Upper Canada Capital, a "Family CFO" and Senior Financial Advisor with Manulife Wealth in Toronto. Kurt is the past co-founder of the billion-dollar wealth management practice at one of Canada's big four accounting firms and a national best-selling author on finance. Kurt has been an instructor at CPA associations across Canada for 18 years and is a regular in the national press on money topics. His fast-paced, no-nonsense talk about investing and financial planning has made his courses core content for Canadians for years.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.