Designing Your Retirement Income (Live Webinar - Multi Segment)
Overview
It is harder than ever to create a worry-free retirement cash flow to pay for lifestyle after age 60. Low interest rates on bonds, fewer pensions, kids at home and longer lives have left the average Canadian struggling to find enough money to survive in retirement.
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This course has offering(s) that take place over multiple segments: |
Course Description
Applicable for
Content
- Determining relevant costs in retirement and how it differs from the working years. Retirement budgeting and how to pay for periodic costs
- Calculating how much money is needed to save for retirement and what is available to spend after retirement
- Building an investment portfolio to provide for retirement spending and analyzing all the various products you can consider. Reviewing investment fees, investment taxation, different advisors you may consider and even do-it-yourself investing
- Retirement planning concepts and strategies for discussion will include CPP, Old Age Security, RRIFs, real estate downsizing or not, career length, supporting children, old age healthcare costs, pensions, no pension, spousal death and more
- Income tax minimization and deferral strategies designed just for retirees
- What role your Will and estate plan has on your retirement
Course Dates & Registration
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.
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- 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.
Designing Your Retirement Income (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
It is harder than ever to create a worry-free retirement cash flow to pay for lifestyle after age 60. Low interest rates on bonds, fewer pensions, kids at home and longer lives have left the average Canadian struggling to find enough money to survive in retirement.
|
This course has offering(s) that take place over multiple segments: |
Course Description
Applicable for
Content
- Determining relevant costs in retirement and how it differs from the working years. Retirement budgeting and how to pay for periodic costs
- Calculating how much money is needed to save for retirement and what is available to spend after retirement
- Building an investment portfolio to provide for retirement spending and analyzing all the various products you can consider. Reviewing investment fees, investment taxation, different advisors you may consider and even do-it-yourself investing
- Retirement planning concepts and strategies for discussion will include CPP, Old Age Security, RRIFs, real estate downsizing or not, career length, supporting children, old age healthcare costs, pensions, no pension, spousal death and more
- Income tax minimization and deferral strategies designed just for retirees
- What role your Will and estate plan has on your retirement
Course Dates & Registration
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.