Retirement Planning (ODE)
With the increase in life expectancy for both men and women retirement planning has become increasingly important in preparing individuals’ overall financial plans. The Retirement Planning course will provide learners with the basic tools and skills needed to prepare retirement plans for their prospective clients. Learners will review various sources of income at retirement and incorporate these into retirement savings plans and post-retirement income plans. This course also incorporates Education Planning, Home Buyers’ Plan and Tax-Free Savings, as they relate to retirement and savings.
Students registering for credit courses for the first time must declare a program at the point of registration. Declaring a program does not necessarily mean students must complete a program, individual courses may be taken for skill improvement and upgrading.OntarioLearn information