Courses and Tools
Financial Planning and Retirement Education: Seminars and Workshops
1/2-Day Financial Planning Seminar
1/2-Day Advanced Financial Planning Seminar
1-Day Financial and Retirement Planning Workshop
1-Day Downsizing & Early Retirement Workshop
2-Day Financial And Retirement Planning Workshop
Financial Self-Management & Pension Transition Workshop
2-Day Downsizing and Early Leave Workshop
Seminar and Workshop Request Form
The goals of the Institute are to educate participants in the lifetime skills of financial self-management; to motivate the individual to take action to secure a rewarding future; and to provide the tools and strategies needed to achieve financial independence and a fulfilling retirement. Presentations are sponsored by employers for groups of employees and by professional associations and unions for their members.
Seminars and Workshops
1/2-Day Financial Planning Seminar to enhance employee awareness of life cycle planning and basic investment options; and to focus on the employees responsibility of understanding risk tolerances and asset classes to fit their needs:
- life cycle planning
- the three-legged resources stool
- your financial planning factory
- cash/debt management
- market cycles analysis
- risk tolerance profiles
- protecting your purchasing power
- asset allocation strategies
- investment selection
1/2-Day Advanced Financial Planning Seminar to enhance employee awareness of the many components of financial plans such as insurance, tax, and estate planning and other topics:
- management styles
- index funds/ ETFs
- risk management insurance
- tax planning strategies
- income splitting
- estate planning
- retirement income planning
- RRIFs vs. annuities
1-Day Financial and Retirement Planning Workshop uses a holistic approach to address the following topics:
- creating a happy, healthy, lifestyle
- pre-retirement preparation and planning
- time management
- human needs satisfaction
- relationships in retirement
- financial self-management skills and techniques
- investment and asset allocation strategies
- retirement income planning
1-Day Downsizing & Early Retirement Workshop
Our workshops provide an integral part of staff reduction and early retirement programs for departing employees and the survivors! We address the issues of wellness and lifestyle changes in all retirement planning programs.
Career Transition programs focus on wealth management and the personal opportunities presented by change.
Surviving Severance programs are excellent for addressing cash management issues, assessing severance options, and applying income tax strategies.
2-Day Financial and Retirement Planning Workshop in addition to the topics covered in the 1-Day Financial Planning Workshop covers many other topics including:
- health and wellness issues
- attitudes towards retirement
- utilization of time
- human support systems
- personal fulfillment
- six powers of success
- life cycle transitions
- investments/asset allocation
- retirement income strategies
- tax/estate planning
- RRSP maturity options
- Charitable giving
Financial Self-Management & Pension Transition Workshop
The Institute facilitates ongoing employee education programs. For example, sponsors of Defined Contribution pension plans and employee directed savings and capital accumulation plans use our Financial self-management training to teach employees asset allocation strategies, investing skills for plan investments, and personal wealth management.
2-Day Downsizing and Early Leave Workshop ** covers all of the topics in the 2-Day Financial and Retirement Planning Workshop as well as:
- career transition, challenges, and opportunities
- surviving severance and measuring options
- cash management strategies (short term versus long term)
- income tax strategies/retiring allowances
- new careers/ entrepreneur/ starting a business
** Available in a 1-Day Version