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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.
Overview
Creating sustainable retirement income has become increasingly complex as Canadians face longer life expectancies, evolving retirement needs, and a wider range of financial planning choices. This webinar provides a practical framework for evaluating retirement income strategies, helping participants make informed decisions about savings, investments, taxes, government benefits, and estate planning to support long-term financial confidence in retirement.
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This course has offering(s) that take place over multiple segments:
|
Course Description
This webinar provides a comprehensive overview of the key considerations involved in designing an effective retirement income plan. Led by Kurt Rosentreter, the session explores how retirement goals, income sources, tax planning strategies, estate considerations, insurance, and real estate decisions can influence long-term financial outcomes.
Participants will examine a broad range of retirement income and investment options, including traditional and alternative products, and gain practical insight into evaluating their advantages and limitations. Through real-world examples and a case study, the webinar demonstrates how to align retirement expenses with after-tax income sources, helping participants develop a more structured and informed approach to retirement planning.
Participants will examine a broad range of retirement income and investment options, including traditional and alternative products, and gain practical insight into evaluating their advantages and limitations. Through real-world examples and a case study, the webinar demonstrates how to align retirement expenses with after-tax income sources, helping participants develop a more structured and informed approach to retirement planning.
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
Nov 18 - 19, 2026
9:00AM - 12:30PM
Online Virtual
Kurt Rosentreter
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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.
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.
Available
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.
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.
Past
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.
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.
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.
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.
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.
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.
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.
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.
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
Interested in similar content?
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.
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Overview
Creating sustainable retirement income has become increasingly complex as Canadians face longer life expectancies, evolving retirement needs, and a wider range of financial planning choices. This webinar provides a practical framework for evaluating retirement income strategies, helping participants make informed decisions about savings, investments, taxes, government benefits, and estate planning to support long-term financial confidence in retirement.
|
This course has offering(s) that take place over multiple segments:
|
Course Description
This webinar provides a comprehensive overview of the key considerations involved in designing an effective retirement income plan. Led by Kurt Rosentreter, the session explores how retirement goals, income sources, tax planning strategies, estate considerations, insurance, and real estate decisions can influence long-term financial outcomes.
Participants will examine a broad range of retirement income and investment options, including traditional and alternative products, and gain practical insight into evaluating their advantages and limitations. Through real-world examples and a case study, the webinar demonstrates how to align retirement expenses with after-tax income sources, helping participants develop a more structured and informed approach to retirement planning.
Participants will examine a broad range of retirement income and investment options, including traditional and alternative products, and gain practical insight into evaluating their advantages and limitations. Through real-world examples and a case study, the webinar demonstrates how to align retirement expenses with after-tax income sources, helping participants develop a more structured and informed approach to retirement planning.
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
Nov 18 - 19, 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.
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.
Available
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.
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.
Past
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.
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.
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.
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.
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.
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.
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.
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.
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.
Interested in similar content?
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.