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