Retirement Essentials Series - Reviewing Your Estate, Incapacity and Health Care planning at Retirement

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:

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, participants will gain practical tools and insights.

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

Course Content: 

In this course, you will gain knowledge about the following topics:

• Time-sensitive decisions to make, including employment-related insurance benefits
  
• Tips to ‘future-proof’ documents before it is too late
  
• Practical tools to help organize affairs so that loved ones and/or legal representatives can act with clarity if life takes a wrong turn
  

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.