Walk Into Retirement With a Plan Workshop

At OTIP, we believe there is more to planning for retirement than making your pension selection and buying retiree health insurance. Our Walk Into Retirement With a Plan workshop will guide you through a number of topics many educators find very useful in planning for retirement.

This unique half-day workshop is designed to assist with some of the most important aspects of retirement planning. Unlike many workshops currently available to Ontario educators, our presentation provides a holistic approach to retirement planning that includes:

* Lifestyle planning

* Retiree health, dental and travel insurance planning

* Financial planning

This personalized and thorough retirement planning session is designed to equip you with the knowledge and motivation needed to make informed decisions and to simplify the retirement planning process.

Who Should Attend and When?

Education employees at any stage of retirement planning or those who need some direction and motivation to get started will benefit from this workshop. It’s an excellent opportunity for couples to explore and communicate with each other their personal desires and expectation for retirement.

Members planning to retire within the next 10 years are strongly recommended to attend this workshop. Ideally, the more time you allow for the planning phase, the more prepared you will be both financially and emotionally for the day you retire.

What have participants said?

After attending the WRP, participants have commented:

“It’s relaxed, laid back and promotes creative goal setting.”

“It made me aware of the endless possibilities for retirement.”

“It’s a heads up for what is to come when you retire. You need to have a plan.”

Listen to the benefits of why you should attend a Walk Into Retirement With a Plan Workshop – download our podcast (MP3, 3.9 MB).

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