Retirement Planning

at school(s) in Canada or delivered online/live/on-site/by e-learning

In-House Retirement Planning Workshop
Course Format: Classroom
School/Trainer: UBC Continuing Studies [All Courses]
Training Center(s)/Venue(s): Vancouver, British Columbia, Canada
Jobs & Resumes: Vancouver
Houses & Roommates: Vancouver

Are you faced with the challenge of establishing a retirement planning program for your organization? UBC Continuing Studies offers you an attractive and cost-effective solution that is tailored to your organization and your employees’ needs. Retirement now represents up to a third of a lifetime. It is a period of changes, challenges and new beginnings. Our program provides employees an......

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Does the thought of retirement bring your more anxiety than joy? Do you wonder if you’ll ever have enough money to retire comfortably? Or maybe you can’t ever imagine retiring completely, but want this to be a choice not a financial necessity. This workshop offers a practical framework for working through the unique retirement planning issues women face. Topics to be explore throug......

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The College offers a Graduate Certificate Program in Retirement Planning for students who complete the requirements of the following 3-hour courses: PFP514 Retirement Planning PFP570 Pre-retirement Financial Planning Topics PFP572 Qualified Retirement Plan Topics . PFP581 Estate Planning for Retirement Benefits ...

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Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics: The Retirement Planning Process & Meeting......

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With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This fourth course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, ......

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Understand superannuation benefit payments, employment termination payments and retirement income streams. You will also examine the history of superannuation, rights of beneficiaries, fund design, approved deposit fund, social security, the role of financial planning in pre-retirement, taxation concessions for contributions and taxation treatment of superannuation funds. ...

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