Financial & Life Planning Workshops

Employee Education – Empowering Lifetime Independence!

McMaster is delighted to continue our commitment to your ongoing financial and retirement education.  We are pleased to announce that we have contracted the services of The Financial Education Institute of Canada (FEIC) – a premier educator in financial, retirement, and life planning issues. 

The Institute's Educational Workshops

Do you fully understand your benefits?  It would be a joy if every employee in every organization would fully understand and manage their company benefits.  Human Resource professionals could then rest assured that their employees are taking full advantage of the pension and benefits provisions offered, enabling them to make informed decisions on all matters pertaining to financial, retirement, and life planning.

That's where the Financial Education Institute of Canada comes in.  The Institute has no other business than educating employees on financial self-management.  Financial and Life Planning Workshops concentrate on life cycle planning, where the Institute's approach is comprehensive and holistic, drawing commonsense links between real life events and the financial implications.  The goal is to engage employees in a straightforward process that will lead them away from procrastination, fear, confusion, and stress towards knowledge, competence, control, and peace of mind.  It has to do with decisions that affect a person's life.

1-Day Financial and Life Planning Workshop (under 45)

This workshop is open to all employees and will be of particular interest to those in the earlier stages of career, under 45 years of age. As a vital part of your planning, spouses are welcome and encouraged to attend.

• Learn how to create a blueprint for your life!
• Learn to make the most of your Government pension plans, employer-sponsored arrangements, and your own personal resources.
• Understand the benefits of RRSPs versus TFSAs versus equity in your personal residence.
• Learn how to protect your purchasing power.
• How productive is your “investment factory”?
• Learn why dividends are the ultimate inflation killer.
• Learn about portfolio management: how to reduce your taxes and invest your money for long term success.
• Determine how much you’ll need to retire comfortably!

1-Day Financial and Retirement Planning Workshop (over 45)

Retirement is one of life's biggest transitions. The more advance planning for this part of the life-cycle, the better the outcome. This workshop will explore the issues surrounding retirement in Canada today. This workshop is open to all employees and will be of particular interest to those in the later stages of career, over 45 years of age. Spouses are welcome and encouraged to attend.

• How much will I need to retirement comfortably?
• How has retirement changed over recent years?
• How are retiring Boomers re-shaping lifestyle choices?
• What are Canadians retiring to - as opposed to from?
• What type of retirement lifestyle do you want?
• What financial resources are needed, and where does the money come from - public plans like the CPP and OAS, employer-sponsored plans, and personal resources.
• How does spending change in retirement?
• What are the tax implications?
• What strategies are being used to manage risk in uncertain markets, protect against renewed inflation and ensure retirement income lasts a lifetime?

Schedule & Registration

Click here to register for either session (please only register for age-appropriate session).

If you are a member of the McMaster Pension Plan, click the links below to learn more about our exciting interactive financial and life planning workshops!

The Financial Education Institute of Canada
Find out more about the company which will provide you with the tools to plan for your retirement.

The Financial Educator
Plan for your retirement now by using this on-line tool. This service is for McMaster employees only.

Your Message from the Institute 

A message from the President of The Financial Education Institute of Canada.