Trent University - Continuing Education

This course is meant for anyone who is curious about, or approaching retirement, and is not sure where to begin.

We will answer the question: How do I know I’m ready to retire? 

This two-hour workshop will provide an overview of several retirement planning strategies. It will begin by teaching students the areas they will need to focus on to begin planning for retirement. We will then give them tangible tools and materials that they can leave the course with to feel confident in beginning to build a retirement plan.

 Some of the key concepts we will cover are values and purpose, shifting retirement identities in retirement, cash flow in retirement and common income sources, Canadian Pension Plan and Old Age Security planning, and how to run a retirement “dress rehearsal”.

 Our goal with this course is to give people the best opportunity for success as they begin to think about their best retirement.

Please Note: Retire with Confidence: Your Roadmap to Financial Freedom (Part 1 & 2) can be taken together or individually. There is value in taking the courses separately, but one is not dependent on the other. ​However, the maximum value will be if a student takes the courses together.