CURC

Sample course outline


This is an outline of one of CURC’s two-day pre-retirement planning courses. Please check with your local CURC provincial federation or area council for the actual agenda for courses in your area.
 

Course agenda

DAY 1

9:00 am: Introduction

  • Welcome
  • Personal introductions
  • Why? What? and How? of the course
  • Thoughts on retirement

10:00 am: Pre-retirement planning 1

  • Retirement Goals

10:30 am: BREAK

10:45 am: Pre-retirement planning 2

    • Housing
    • Legal planning

11:15 am: Relationships

  • Main changes
  • Some changing relationships

12:00 noon: LUNCH

1:00 pm: Activities

  • Things we must do
  • Leisure time activities
  • Volunteering
  • Union activity in retirement
  • Congress of Union Retirees of Canada

2:30 pm: BREAK

2:45 pm: Finances A

  • Sources of retirement income
  • Income from the government
  • Workplace pension plans
  • Paid work
  • Review

DAY 2

9:00 am: Course Review

9:30 am: Finances B

  • Net worth
  • Assets
  • Liabilities
  • Net worth calculation
  • Tax breaks and credits for retirees

10:30 am: BREAK

10:45 am: Finances C

  • Retirement income calculation # 19
  • Retirement expenses calculation # 20
  • Financial advisors
  • Elder abuse: financial abuse

11:30 am: Women in retirement

12:00 noon: LUNCH

1:00 pm: Health

  • Life expectancy
  • Living with disabilities
  • Staying healthy
  • Mental health
  • Elder abuse
  • Health care benefits

3:00 pm: BREAK

3:15 pm: Conclusion

  • Wrap-up
  • Evaluation
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