PLANNING FOR RETIREMENT

Effective April 2015, Canada School of Public Service no longer offers D001 – “Planning for Retirement”.

We are pleased to announce that D. Robinson & Associates addresses the pre-retirement planning concerns of Federal Government employees and will be delivering courses throughout Canada.
We are now accepting registrations for upcoming courses – in both webinar and (limited) in-person formats.

D. Robinson & Associates has developed courses specifically designed for employees of the Federal Public Service and other members of the Public Service Pension Plan.
We focus on developing financial awareness and successful strategies to ensure a smooth transition to retirement.

Topics include:

  • assessing retirement readiness
  • public service pension plan and benefits
  • income security programs (CPP, OAS/GIS)
  • financial planning – understanding RRSPs, TFSAs and other retirement income
  • psychological aspects of retirement and aging
  • optimizing your pay and benefits
  • estate planning
  • … and more!
Click Here For a List of Upcoming Retirement Seminars

If you have received confirmation to attend an upcoming seminar, thanks and we look forward to meeting you!

Prior to the course:

You may wish to bring along your most recent Pension and Insurance Benefits Statement and/or obtain an estimate from the pension website which can be accessed from the following:
Government of Canada – Public Service Pension Plan Website

Important note: The Government of Canada normally issues an annual Pension and Insurance Benefits Statement to all active public service pension plan members. The statement provides plan members with personal information about pension and insurance benefit entitlements and options. Statement data is drawn from both the PenFax pension and Phoenix pay systems, however, some system data may not currently be accurate. To ensure plan members do not receive inaccurate statements, the Pension and Insurance Benefits Statement that would have been available in spring 2017, will not be issued in either print or electronic format. (Until further notice.) Please see the Pension Site for further details.

Also, a recent CPP statement may be helpful. Statements may be obtained from Service Canada via the following link:
CPP – My Service Canada Account

We recommend you bring a pen, highlighter, and notepad. Post-it notes may be useful as well.
Temperature fluctuations in the facility vary due to a variety of factors.  It is advisable to bring a sweater or dress in layers.

We request that you refrain from using fragranced products for the duration of the course – this is out of consideration for course participants who may have severe allergies or environmental sensitivities.