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
