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Retirement Roadmap Series

The University offers a variety of information and services to enable employees to make informed choices when planning for staff whose retirement is years away, or just around the corner. If you are within ten years of your Normal Retirement Date, you are invited to a series of 3 sessions on retirement options. You may attend one or all 3 sessions.

U of T Retirement Provisions

These sessions are typically offered annually to provide information on the Retirement Provisions such as the Early Retirement 60/80 provision, and other information specific to your group. Please choose the ONE that is appropriate for the employee group to which you belong.

October 20th,  1-3:30 p.m. for PM and Confidentials
Location:
Governing Council Chambers Simcoe Hall
Watch Recording

October 23rd, 9:30-12 noon for USW
Location: BA1160
Watch Recording


November 27th 1-3 p.m. for CUPE
Location: ODLC Room 610
Watch Recording

Presenter:
Richard Ashmore, U of T, Pension Specialist


Retirement Planning: Taking the Guesswork Out of Your Golden Years (webinar)

You can hardly wait for retirement; when you can finally devote time to the activities and people that mean the most to you. But what retirement lifestyle can you realistically afford? Are you financially prepared for life without a steady paycheque?

This retirement planning seminar will help you to determine the various sources of retirement income that await you, and gives you strategies to potentially enhance it.

Topics will include:
• Your Personal Retirement Income Summary
• Investing 101 - Time Is On Your Side
• Why TFSAs might be more valuable to you than RRSPs

November 17, 12-1:30 p.m.
Watch recording here.

Presenter: Monique Madan, CFP, FMA, CDFA

Monique Madan is a leading fee-for-service financial planner dedicated to helping individuals realize their financial goals.

Monique has been working in the financial services industry for over 15 years and has acquired a unique and sought-after perspective on personal financial planning.  She has been featured as a financial advisor in the Globe and Mail and provided her guidance to the Financial Planning Standards Council (FPSC®) in the development of their current code of ethics and to Moody’s Analytics as a subject matter expert.

Through personal one-on-one meetings and workplace seminars, Monique’s humorous, approachable and caring nature encourages a supportive experience while offering a no-nonsense and results-driven approach to personal finance.

Although Monique is accredited as a Certified Financial Planner (CFP), a Financial Management Advisor (FMA) and a Certified Divorce Financial Analyst (CDFA), her “back to basics” approach to financial planning is refreshing, personal and produces results that make a difference.


The Emotional Effects of Retirement

Planning to retire can be a source of both excitement and anxiety. Whatever the emotional response, retirement marks a transition to a new life stage and lifestyle in which daily routines, identity and roles all change. This session will introduce participants to the emotional effects of retirement. Participants will get an opportunity to reflect on what their ideal retirement looks like and what they can do to make it happen.
During this session participants will:

•      Gain an overview of what it means to retire in today’s world
•      Learn about change and transition
•      Have an opportunity to create their own personal vision

Presenter: Chris Brown, Homewood Health

December 1st, 12- 1 p.m
Location: Rotman School of Management, 105 St George street, RT1065
(Not Recorded)

No recording.