Retirement Planning

Course Information

With the increase in life expectancy for both men and women retirement planning has become increasingly important in preparing individuals’ overall financial plans. The Retirement Planning course will provide learners with the basic tools and skills needed to prepare retirement plans for their prospective clients. Learners will review various sources of income at retirement including; Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing Plans and Personal Savings Plans and incorporate these into retirement savings plans and post-retirement income plans. This unit also incorporates Education Planning, Home Buyers’ Plan and Tax-Free Savings, as they relate to retirement and savings.

Intake W20 SEM

Start Date Jan 14 / 2020

End Date Apr 21 / 2020

Prerequisite(s):

n/a

Computer Software Requirements:

Course uses PowerPoint, Word documents, Financial Calculator is Required

Chats:

optional

Group Work:

n/a

Registering college code:
GG-HURM3005

Host college code:
CL-CEFN801

How to register

How to register

You can register in-person, online, or by phone. When Registering for a course, it is not necessary to include the 2 digit college code prefix (e.g. ENL001– not GG-ENL001).   For details visit http://www.georgiancollege.ca/academics/part-time-studies/

Contact

Ashley Priest
Email : ashley.priest@georgiancollege.ca

One Georgian Drive
Barrie, ON
L4M 3X9

Phone : (705) 722-5116

Find on map

Go to the Website