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Wealth Management

Designing Your Retirement Income (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats

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 live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

This course has offering(s) that take place over multiple segments:
Feb 11 & 12, 2026 | 9am-12:30pm

Course Description

In this fast paced webinar, Kurt Rosentreter will address retirement cash flow considerations on retirement age, CPP, RRIF, income splitting, tax planning, estate factors, insurance and real estate. The full range of investment products possibly considered for retirement including: dividend paying stocks, preferred shares, corporate bonds, GICs, bond funds and ETFs, REITs, TSWP mutual funds, guaranteed withdrawal insurance products, segregated fund from insurance companies and much more will be covered. It will also include a case study on how to pull the plan together – from understanding expenses and how to match them up with income sources after tax. 
 

Applicable for

Individuals approaching retirement in the next few years or who are retired now and would like guidance on these different topic areas of retirement planning, professionals providing retirement planning advice to clients, and individuals assisting family members to manage their financial affairs.  

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

Jun 11 - 12, 2026
8:00AM - 11:30AM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Full
Feb 11 - 12, 2026
9:00AM - 12:30PM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past
Oct 22 - 23, 2025
8:00AM - 11:30AM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past
May 21 - 22, 2025
8:30AM - 12:00PM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past
Nov 26 - 27, 2024
9:00AM - 12:30PM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past

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. 

Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
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.

Wealth Management

Designing Your Retirement Income (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
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 live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

This course has offering(s) that take place over multiple segments:
Feb 11 & 12, 2026 | 9am-12:30pm

Course Description

In this fast paced webinar, Kurt Rosentreter will address retirement cash flow considerations on retirement age, CPP, RRIF, income splitting, tax planning, estate factors, insurance and real estate. The full range of investment products possibly considered for retirement including: dividend paying stocks, preferred shares, corporate bonds, GICs, bond funds and ETFs, REITs, TSWP mutual funds, guaranteed withdrawal insurance products, segregated fund from insurance companies and much more will be covered. It will also include a case study on how to pull the plan together – from understanding expenses and how to match them up with income sources after tax. 
 

Applicable for

Individuals approaching retirement in the next few years or who are retired now and would like guidance on these different topic areas of retirement planning, professionals providing retirement planning advice to clients, and individuals assisting family members to manage their financial affairs.  

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

Jun 11 - 12, 2026
8:00AM - 11:30AM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Full
Feb 11 - 12, 2026
9:00AM - 12:30PM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past
Oct 22 - 23, 2025
8:00AM - 11:30AM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past
May 21 - 22, 2025
8:30AM - 12:00PM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past
Nov 26 - 27, 2024
9:00AM - 12:30PM
Online Virtual
Kurt Rosentreter
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. Learn more about Kurt at www.kurtismycfo.com.
Past

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.