Retirement Essentials Series (Live Webinar - Multi Segment)
Overview
Retirement is one of life’s most significant transitions, requiring thoughtful preparation across financial, personal, and legal dimensions. This three-part Retirement Essentials Series is designed to help participants approach retirement with greater confidence, clarity, and peace of mind. Join us for this comprehensive series and gain the knowledge, tools, and confidence to make the most of your retirement years.
All sessions will be held as live webinars, and will be recorded. Series registrants will have access to the recordings for a limited time.
Course Description
Through expert-led sessions, participants will explore the essential elements of retirement readiness—from building a sustainable income plan and making informed financial decisions, to navigating the emotional and lifestyle changes that come with leaving the workforce, and ensuring important estate, incapacity, and health care plans are in place.
Each title is also available as a stand-alone seminar - click on the titles to read the seminar descriptions or to register for any of them individually. To register for the whole series, please ensure that you return to this page.
- September 11, 2026 | 9:00-10:30am
Essential Financial Planning Before You Retire
Speaker: Kurt Rosentreter, CPA, CA, CFP, FCSI, CIM | President, Upper Canada Capital. Senior Financial Advisor & Portfolio Manager
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. 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.
- October 9, 2026 | 9:00-10:30am
Retirement Beyond the Numbers: Preparing for Life After Work
Speaker: Terry Olexyn, CPA, CMA, MFIN | Founder, Peak Retirement Solutions Ltd.
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.
- December 11, 2026 | 9:00-10:30am
Reviewing Your Estate, Incapacity and Health Care Planning at Retirement
Speaker: Heather Rivers, BA, CFP, FMA, CPCA | Manager, Financial Planning and Education, Odlum Brown Financial Services Limited
This session will discuss key decisions and documents important to creating an estate, incapacity and health care plan. Whether participants are approaching retirement or merely curious about this often-overlooked part of financial planning, participants will gain practical tools and insights.
Benefits of registering for the series
Series purchasers will receive all three sessions at the special series rate that is equivalent to a 15% discount! As an added benefit, only series purchasers will have access to the recorded sessions, for a limited time, in the event that any of the live sessions are missed.
Applicable for
Content
- Make informed decisions about retirement income, government benefits, investments, and taxes
- Prepare for the personal, emotional, and lifestyle changes that accompany retirement
- Build a fulfilling and purposeful life beyond work
- Protect themselves and their loved ones through effective estate, incapacity, and health care planning
- Take practical steps toward a confident and rewarding retirement journey
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..webp?language=en-CA)
Heather Rivers, BA, CFP, FMA, CPCA has more than 30 years of experience in the financial services industry and is the Manager, Financial Planning and Education at a mid-sized independent investment management firm. She advises clients and advisors on a wide variety of financial planning topics including retirement, estate and incapacity planning matters and has a passion for writing and creating training that distills concepts in clear, relatable ways. She believes that financial knowledge can enhance overall wellness and improve one’s quality of life. Outside the office she leads a North Vancouver hiking group and enjoys many outdoor pursuits including skiing, kayaking and mushroom foraging..webp?language=en-CA)
Terry Olexyn believes retirement is an opportunity to create a meaningful new chapter. He is a retired finance professional and Certified Professional Retirement Coach who helps individuals navigate life after work with greater purpose, connection, and clarity. Following a successful career as Vice-President of Finance for the Canadian division of a global energy company, Terry observed and research supported many retirees were financially prepared but emotionally unprepared for the transition beyond their careers. Terry shifted his focus to coaching individuals through the social, emotional, and lifestyle dimensions of retirement. Terry works with clients to move beyond titles and professional identities, to design lives grounded in wellbeing, relationships, purpose, and personal growth. Through engaging presentations and practical coaching strategies, he challenges conventional thinking about retirement and offers a relatable, real-world perspective on what it means to truly thrive after work.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.
- 4.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 7.5
- 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.
Retirement Essentials Series (Live Webinar - Multi Segment)
- 4.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 7.5
- Credits
Overview
Retirement is one of life’s most significant transitions, requiring thoughtful preparation across financial, personal, and legal dimensions. This three-part Retirement Essentials Series is designed to help participants approach retirement with greater confidence, clarity, and peace of mind. Join us for this comprehensive series and gain the knowledge, tools, and confidence to make the most of your retirement years.
All sessions will be held as live webinars, and will be recorded. Series registrants will have access to the recordings for a limited time.
Course Description
Through expert-led sessions, participants will explore the essential elements of retirement readiness—from building a sustainable income plan and making informed financial decisions, to navigating the emotional and lifestyle changes that come with leaving the workforce, and ensuring important estate, incapacity, and health care plans are in place.
Each title is also available as a stand-alone seminar - click on the titles to read the seminar descriptions or to register for any of them individually. To register for the whole series, please ensure that you return to this page.
- September 11, 2026 | 9:00-10:30am
Essential Financial Planning Before You Retire
Speaker: Kurt Rosentreter, CPA, CA, CFP, FCSI, CIM | President, Upper Canada Capital. Senior Financial Advisor & Portfolio Manager
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. 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.
- October 9, 2026 | 9:00-10:30am
Retirement Beyond the Numbers: Preparing for Life After Work
Speaker: Terry Olexyn, CPA, CMA, MFIN | Founder, Peak Retirement Solutions Ltd.
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.
- December 11, 2026 | 9:00-10:30am
Reviewing Your Estate, Incapacity and Health Care Planning at Retirement
Speaker: Heather Rivers, BA, CFP, FMA, CPCA | Manager, Financial Planning and Education, Odlum Brown Financial Services Limited
This session will discuss key decisions and documents important to creating an estate, incapacity and health care plan. Whether participants are approaching retirement or merely curious about this often-overlooked part of financial planning, participants will gain practical tools and insights.
Benefits of registering for the series
Series purchasers will receive all three sessions at the special series rate that is equivalent to a 15% discount! As an added benefit, only series purchasers will have access to the recorded sessions, for a limited time, in the event that any of the live sessions are missed.
Applicable for
Content
- Make informed decisions about retirement income, government benefits, investments, and taxes
- Prepare for the personal, emotional, and lifestyle changes that accompany retirement
- Build a fulfilling and purposeful life beyond work
- Protect themselves and their loved ones through effective estate, incapacity, and health care planning
- Take practical steps toward a confident and rewarding retirement journey
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. Heather Rivers, BA, CFP, FMA, CPCA has more than 30 years of experience in the financial services industry and is the Manager, Financial Planning and Education at a mid-sized independent investment management firm. She advises clients and advisors on a wide variety of financial planning topics including retirement, estate and incapacity planning matters and has a passion for writing and creating training that distills concepts in clear, relatable ways. She believes that financial knowledge can enhance overall wellness and improve one’s quality of life. Outside the office she leads a North Vancouver hiking group and enjoys many outdoor pursuits including skiing, kayaking and mushroom foraging. Terry Olexyn believes retirement is an opportunity to create a meaningful new chapter. He is a retired finance professional and Certified Professional Retirement Coach who helps individuals navigate life after work with greater purpose, connection, and clarity. Following a successful career as Vice-President of Finance for the Canadian division of a global energy company, Terry observed and research supported many retirees were financially prepared but emotionally unprepared for the transition beyond their careers. Terry shifted his focus to coaching individuals through the social, emotional, and lifestyle dimensions of retirement. Terry works with clients to move beyond titles and professional identities, to design lives grounded in wellbeing, relationships, purpose, and personal growth. Through engaging presentations and practical coaching strategies, he challenges conventional thinking about retirement and offers a relatable, real-world perspective on what it means to truly thrive after work.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.