Walk Into Retirement With a Plan Workshop Sample Agenda
| Registration |
8:30 a.m. |
| Program commences |
9:00 a.m. |
| Financial Planning |
9:00 a.m. - 10:00 a.m. |
| Break |
10:00 a.m. - 10:15 a.m. |
Retiree Health Insurance
Life Insurance
Long Term Care Insurance |
10:15 a.m. - 12:00 p.m. |
| Lunch |
12:00 p.m. - 12:45 pm. |
| Investments |
12:45 p.m. - 2:00 p.m. |
| Lifestyle Issues |
2:00 p.m. - 3:30 p.m. |
For events hosted in North-Western Ontario, the workshop runs from 9:30 a.m. to 3:00 p.m. to allow for greater driving distances.
Note: Participants are required to pre-register and submit a registration fee of $25 per person
($45 per couple). Registration includes all workshop handouts, personalized reports, a continental
breakfast, refreshments and lunch.
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"Great day, I wish I had this before I retired the first time"
"Your presentation was excellent—informative, well presented and very useful"