Retirement 101

Understanding the retiree better and understanding your own retirement objectives better!

The Retirement 101 Program addresses the financial and non-financial issues we need to think about when preparing for retirement.  Understanding these issues that people go through when shifting into retirement will help us understand how to serve our borrowers better. 

Participants piece together four key elements (retirement, financial, investment and estate) necessary to develop a solid retirement and financial plan customized to their individual needs.

8 AMP credits available for this course.

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The program consists of 4 session (2 hours each) held once a week for four weeks -OR- take the fast track class 2 session per week for two weeks.

What will I learn from this session?
Learners will:

• Know what to consider when setting retirement  objectives
• Understand the sources for retirement income
• Address income tax implications focusing on maximizing after-tax income
• Address elements of estate planning

Topics include:

• Economic Factors in the retirement plan
• Retirement Income Sources
• Saving vs. Investing
• Money Managment
• Dollar Cost Averaging
• Income Taxes
• Estate Planning

Class Option 1 - Weekly for 1 month
Location:    Calgary
                 HUB Financial
                 #300, 4723 - 1st St. SW
                
Date/Time:  Thursdays, 9:30 - 11:30 am
                 Feb. 11 - Mar. 04, 2010

Cost:          $127
(includes all course materials, assignments/handouts & complimentary personal financial plan)

    REGISTER NOW....   

Contact:   (403) 890-2120  (403) 890-2120
                 ckcapital@shaw.ca 

**Minimum enrollement of 12 people required to run class

Please familiarize yourself with AMBA's Cancellation Policy.