Free

Retirement Planning: Helping You Sail Successfully into the Future Workshop...

Sales Have Ended

Registrations are closed
This course is now full. Please register on the waiting list and we will contact you if a space becomes available. Please ensure you have your financial account information available as the time will be limited for you to respond to a vacancy.

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Date and Time

Location

Location

McMaster University

Mills Library Connections Centre (Room 113)

1280 Main Street West

Hamilton, ON L8S 4L8

Canada

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Sales Have Ended

Registrations are closed
This course is now full. Please register on the waiting list and we will contact you if a space becomes available. Please ensure you have your financial account information available as the time will be limited for you to respond to a vacancy.
Event description

Description

McMaster has partnered with Employee Financial Well-Being to bring you a retirement planning program that is geared to employees who are preparing for and transitioning into retirement. This full-day program will help you build a much clearer personal retirement lifestyle vision, determine how much you will need to achieve that vision, and show you where the money will come from to fund your lifestyle.

More than just answering the question "when can I retire?" this program will help you:
• understand the various stages of retirement
• visualize the activities and events of your retirement
• determine how you will fund your lifestyle
• show you how to dramatically reduce your taxes
• teach you how to match specific income to specific expenses
• show you what you have to do to answer the question "How much do I need to retire?"
• and so much more.

The program is delivered by an accredited, independent, financial wellness expert that never promotes or sells any products or services.

Participants receive a workbook and resources to help them take action with the information provided.

Program Dates & Times

Participants must be available to participate in the full day session from 8:30 a.m. - 4 p.m.

Program Cost

This program is funded by McMaster University. Parking fees are the responsibility of the participant (or their department). Cancellation fees apply (see below). Lunch is not provided.

Withdrawing from the Program

Seating is limited in this workshop. Those who withdraw seven calendar days, or less, prior to the start of the program will have an administrative fee ($200) billed to their department unless the spot can be filled by an individual on our waiting list. A chartfield string must be provided to confirm registration.

All withdrawal notifications must be submitted via email to od@mcmaster.ca.

Date and Time

Location

McMaster University

Mills Library Connections Centre (Room 113)

1280 Main Street West

Hamilton, ON L8S 4L8

Canada

View Map

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