Retirement Seminar

Seminar Materials

The materials included here are intended for those members that have pre-registered for the Retirement Seminar. To access the combined package, click HERE.

Section 1 - Agenda
Agenda

Section 2 - Overview
Overview
Who to Contact

Section 3 - Presentation
Pre-retirement Presentation

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

Section 5 - Activities
Activity Sheets

Section 6 - ATRF Presentation
Steps to Retirement

Section 7 - ARTA Information
Pre-retirement Info Sheet

Section 8 - Benefits & CPP Information
Benefits and CPP Information 

Section 9 - Wills & Estates - Turning Point Law
Information Sheet
 Checklist for Personal Reps

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

Section 11 - Lifestyle Planning Post Retirement, Wrap Up
Lifestyle Planning Presentation