Trent University - Continuing Education

This course is crafted for students who are newly retired or are into retirement but are less than satisfied. When it comes to financial planning and retirement planning there are many pieces to manage and navigate to ensure an ongoing successful retirement.

We will answer the question: How can I lead a more satisfactory retirement?

This workshop will help students prepare for living their ideal retirement by understanding all the important planning areas when it comes to their finances and strategies for success in retirement. More specifically, it will help students understand their retirement income style, and ideal retirement income strategies, get comfortable with investing in retirement, taxes in retirement, estate planning, and risk management. We will also look at the top 5 retirement risks to ensure students leave with the necessary tools to redirect their retirement to the most satisfying outcomes.

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.