Planning for Retirement
Offered by the Health and Well-Being Program
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This session is a part of the Financial Wellness Series which provides financial literacy, tools and resources around finances to support your overall well-being. This educational session is sponsored by the Chartered Professional Accountants of Canada (CPA Canada).
In this session you will learn:
- Why you need a retirement plan
- How much you need to save
- Retirement saving strategies
- Sources of retirement income
- Government plans (RRSP, TFSA, CPP, OAS, GIS)
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About the Speaker: Ted Wheatley (CPA Canada)
Ted Wheatley is a financial services professional who has worked in the North American banking and insurance industry for over 30 years. He is currently a financial advisor providing insurance, wealth, and retirement products & solutions to business professionals and their families.
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To Register:
1. to access Minerva.
2. In the Employee Menu, click on Training Menu, select Health and Well-being Program, and follow the instructions to register.
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For more information regarding registration, and general inquiries please contact healthandwellbeing.hr [at] mcgill.ca