Learn the foundations of retirement savings
Who is ACPM? Why offer a course on retirement savings?
Who should do this course?
What is retirement?
Retirement Planning is for all
The importance of savings
What should I do with my savings?
What is a financial advisor and how do I find one?
Protect against fraud and financial abuse
Quiz: The Importance of Savings - 4 questions
Module 1: Resources and Recap
Individual Registered Savings Plans
How much should I save?
HBP, FHSA and LLP
Quiz: Individual Registered Savings Plans – 4 Questions
Module 2: Resources and Recap
Government Retirement Income
What is the Old Age Security pension or OAS?
What is the Canada Pension Plan or CPP?
What is the Québec Pension Plan or QPP?
What is the Guaranteed Income Supplement or GIS?
Thinking about CPP / QPP at any age
Quiz : Government Retirement Income - 4 questions
Module 3: Resources and Recap
Workplace Retirement Savings Plans
Defined Benefit plans
Defined Contribution plans
Quiz : Workplace Retirement Savings Plans
Module 4: Resources and Recap
Estate Planning Documents
Quiz : Transition to Retirement
Module 5: Resources and Recap