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Module 8 An Introduction to Retirement Income Planning

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The transition from a lifetime of working, to one of retirement can be difficult for a senior, from both a financial and an overall well-being perspective.

Understanding the financial impacts of successful retirement income planning can help to relieve stress, and lead to positive outcomes. In this module, we will cover the following topics:

  • From Full Time to Part Time Work
  • When Should You Think About Retirement Income Planning?
  • The Stages of Retirement Income Planning
  • Managing Situations Beyond Your Control:  Involuntary Retirements
  • Understanding How Retirement Income Is Taxed
  • Understanding What Tax Bracket Your Income Falls Into
  • Order of Withdrawal
  • Converting Pension Savings into Pension Income
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Module 9Protecting Your Health and Assets

As a senior, you have worked hard to attain the lifestyle that you enjoy – and part of that lifestyle is based on the assets that you have and your ability to continue to enjoy them. Protecting those assets during your senior years, and the legacy that they offer to your loved ones upon your […]

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Module 10Death of a Spouse or Parent

Death is part of life – but often we do not plan appropriately for this definite outcome. Western society and cultural norms often dissuade us from discussing such a “morbid” topic. Effective yet compassionate conversations can help us plan appropriately for this final life event for our loved ones. In this module, we will cover […]

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