Planning to retire in the next two years?
Attend an upcoming Retirement Finance Workshop session.
Each session is approximately four hours and is recommended for any employee considering retiring in the next two years.
In this workshop, an experienced chartered professional accountant and registered financial advisor will work with you to determine your financial readiness to retire.
As this session includes hands-on calculations, you will need to bring the your financial information to the workshop including:
- an estimate of Your Canada Pension Plan (CPP)
- your expected PEI Public Sector Pension
- your retiring allowance
- your expected expenses in retirement
- your total savings now
After your registration is approved, the facilitator will send you forms and instructions for how to gather this information.
As marital status is considered, if you are married or living common-law, you should gather the same information for your spouse, as retirement may be a joint planning effort.
During the workshop, the facilitator will review financial considerations and demonstrate (using your own situation) how your current savings and income add up to provide you with income in your retirement.
Please be advised that the confidentiality of participants is respected throughout the workshop, and you will work with your own information.
This workshop will use approximations and general guidelines and is only one step in reaching a retirement decision.
Each session is limited to 10 employees - each employee may bring a guest with them (please identify if you plan to bring a guest when you register).
Facilitator
Blair Corkum, BComm., CPA, CA, R.F.P., CFP®, CFDS, CLU, CHS
Upcoming Sessions:
Tuesday, May 7th , 2024 , 1:00 PM – 5:00 PM, Atlantic Technology Centre – ATC Training Lab, Lower Level, 176 Great George St, Charlottetown, PE C1A 4K9
Wednesday, May 8th, 2024 1:00 PM – 5:00 PM, Holman Building, Department of Education, Room 215, 2nd Floor 250 Water St, Summerside, PE C1N 1B6
Wednesday, May 22nd, 2024, 1:00 PM – 5:00 PM, Kings County Memorial Hospital, Boardroom, 409 MacIntyre Avenue, PO Box 490, Montague, PE C0A 1R0
To register for one of these sessions, please click here.
If you need any assistance with registration, please reach out to Sarah Tahir by email or phone at:
Email: stahir@ihis.org
Phone: 902-916-0684