Retirement Essentials Series - Essential Financial Planning Before You Retire

Note: The Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca.

Overview:

Are you planning to retire in the next few years or just retired? If so, this action-packed course on retirement topics is for you!  Kurt has combined the best content of his popular full day “designing retirement income” course for retirees into this fast-paced session!  

Retirement planning requires clear decisions on income, taxes, and long-term financial sustainability. In this course, you 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. You 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.

Note: This live webinar is part of the Retirement Essentials Series. The registration page you are on is specifically for this individual, standalone session. 

Learning Objectives: 

Upon completing this course, you should be able to:

• Evaluate retirement income sources, including CPP, OAS, and RRSP/RRIF decisions
  
• Assess long term financial needs to support a sustainable retirement lifestyle
  
• Understand tax, investment, and risk considerations in retirement
  

Who Will Benefit: 

Whether retirement is just around the corner or still a few years away, this course offers practical insights, actionable strategies, and valuable tools to support a secure, meaningful, and well-prepared retirement.