This is a hands-on workshop. Although not mandatory, you are encouraged to bring a laptop to work along during the program on spreadsheets including the “The Procrastinator’s Number Cruncher,” the “Estate Planning Record Keeper” and the “CPP Retirement Pension Calculator.” All spreadsheets are free with the course.
Let’s face it, planning and saving for retirement is not easy. We are told that the earlier we start the better, and that the “magic of compounding” will make our dreams come true. But for most people it’s simply not possible. In our twenties through our forties, we are busy paying for our housing, our cars, our kids and all the other costs of living. Out of necessity many of us become procrastinators when it comes to saving for retirement. But there is hope. This course will take you step-by-step though planning and saving for retirement starting in your 50s and the best way to fund your retirement years. It is an easy-to-follow plan for retirement in ten years or less. Participants will receive a copy of David Trahair’s book The Procrastinator’s Guide to Retirement.
Who Should Attend
Anyone approaching retirement who are starting late and wants to ensure it is comfortable and stress-free.
David Trahair, CPA, CA