Retirement Seminar

Seminar Materials

The materials included here are intended for those members that have pre-registered for the Retirement Seminar.

Section 1 - Agenda
Agenda

Section 2 - Overview
Overview
Who to Contact

Section 3 - Presentation
Pre-retirement Presentation 2020-21

Section 4 - Forms & Other Information
Forms and Other Info
Option Calculator - Sample
Option Calculator - Blank (Excel)

Section 5 - Activities
Activity Sheets

Section 6 - ATRF Presentation
Steps to Retirement 2020

Section 7 - ARTA Information
Pre-retirement Info Sheet 2020

Section 8 - Benefits & CPP Information
Benefits & CPP Information 

Section 9 - Wills & Estates - Turning Point Law
Plan Your Legacy
Wills and Other Package

Section 10 - Personal Planning Information - Capital Estate Planning
Planning Retirement Kit