Retirement Essentials Series
Member Price: $274.50
Non-member Price: $297.00
Delivery Method: Live Virtual
Start Date: Friday, September 11, 2026 10:00 AM
End Date: Friday, December 11, 2026 11:30 AM
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:
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 you 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 courses will be held as live virtual webinars and will be recorded. Series registrants will have access to the recordings for a limited time.
Through expert-led courses, you 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.
Benefits of registering for the series
Series purchasers will receive all three courses 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.
Agenda:
Each title is also available as a stand-alone course. click on the titles to read the course descriptions or to register for any of them individually. To register for the whole series, please ensure that you return to this page.
| Date & Time | Descriptions |
|
September 11, 2026 |
Essential Financial Planning Before You Retire 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 course will assist you in making informed decisions with greater confidence. |
|
October 9, 2026 |
Retirement Beyond the Numbers: Preparing for Life After Work 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 course, 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 |
Reviewing Your Estate, Incapacity and Health Care Planning at Retirement This course will discuss key decisions and documents important to creating an estate, incapacity and health care plan. Whether you are approaching retirement or merely curious about this often-overlooked part of financial planning, you will gain practical tools and insights. |
Course Content:
In this course, you will gain knowledge about the following topics:
- 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
Who Will Benefit:
Whether retirement is just around the corner or still a few years away, this series offers practical insights, actionable strategies, and valuable tools to support a secure, meaningful, and well-prepared retirement.
How to get started:
Upon completion of purchase, you will receive an email with details on how to access the course in CPA Alberta Learning Management System.
- This is a Live Virtual Course where polling and other engagement tools may be used throughout the course for engagement.
- Please ensure that you have audio and video capabilities for this course.
- This course is being recorded and will be available to enrolled participants for a limited time after the course has ended.
Member Price: $274.50
Non-member Price: $297.00
Delivery Method: Live Virtual
Start Date: Friday, September 11, 2026 10:00 AM
End Date: Friday, December 11, 2026 11:30 AM