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Financial Preparation for Retirement |
Financial Preparation for Retirement
"Empowering you to effectively manage your retirement"
As introduced in the January 2000 issue of the FI NEWS, ACFO is pleased to announce that it has secured an Affinity Agreement with Welton Beauchamp Parent Inc. (WBP) and its subsidiary company, The Retirement Planning Institute. Under this agreement, ACFO members have access to Actuarial and Retirement Planning services at reduced rates.
WBP professionals are known as the "Pension Experts" and have helped thousands of Public Service employees plan for a better retirement. Their services are provided by a staff of actuaries, chartered accountants, lawyers and financial advisors.
DESCRIPTION OF SERVICES:
Personal Retirement Planning Statement
This unique Statement is prepared by actuaries and is the cornerstone of WBP's services. The Statement, based on your personal revenue, tax situation and saving habits, enables you to determine the precise financial impact of your eventual retirement. It will help you determine when you can actually afford to retire.
Independent Professional Advice
Under this component, you will have access to professionals to provide advice on financial and retirement related matters. A consultation enables you to meet advisors to discuss your personal situation (pension plan provisions, buyback of past service, timing of retirement, transfer value, investments, etc.).
Retirement Seminars
The seminars, presented by retirement professionals, address the principal financial components related to retirement, such as:
Sources of Income
- Public Service Superannuation Act (PSSA)
- Canada / Québec Pension Plan (CPP/QPP)
- Old Age Security (OAS)
- Work vs Retirement Income Analysis
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Tax and Investment Planning
- Taxation
- RRSP, RRIF, Annuities
- Inflation, Types & Rules of Investments
- Mutual Funds
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Additional seminars also available under this Affinity Agreement
- 3-day Comprehensive Seminar (full range of financial and non-financial topics)
- 2-evening or 1-day Financial Seminar for Executives
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Please contact Léon Touchette for additional information at (613) 842-4216 or by e-mail at ltouchette@wbp.ca.
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