Retirement Planning: Helping You Sail Successfully into the Future Workshop: February 6, 2018

McMaster has partnered with Employee Financial Well-Being to bring you a new and enhanced 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 vision of retirement, determine how much you will need to achieve that vision, and show you where the money will come from to fund your lifestyle.

You will hear stories of others who have retired from McMaster and learn from their experiences. These McMaster retirees will provide some tips and recommendations about transitioning to retirement.

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
• 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 9 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).

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.