Pre-Retirement Planning Seminar

Whether they’re planning to retire, or are given a ‘golden handshake,’ your employees want to know what they face, what they can afford and how they can enjoy themselves in retirement.

Buck’s Pre-Retirement Planning Seminar helps your employees understand when to plan, what to do, and how to make the move to retirement a happy and successful one.

What is it?
Buck’s Pre-Retirement Planning Seminar delivers valuable information on retirement considerations including:

  • Retirement Income: Your company pension, government pension and personal savings.
  • Payment Options: A review of your pension payment choices, including a comparison of option selections.
  • Adjusting to Retirement: Preparing for the emotional and physical changes you face in retirement.
  • Legal Considerations: Maintaining essential estate planning documents and planning for possible long-term care.
  • Financial Planning: Comparing income and expenses before and after retirement and, getting financial planning assistance.

Why should I be interested?
There are so many things to consider when planning for retirement. Especially during uncertain times, it is important to:

  • Educate your pre-retirement workforce on their options in the current economic climate and manage adjusted expectations
  • Build goodwill and trust with your employees through awareness of resources available to them

Who is it for?
Employees planning to retire, or who have been offered a voluntary retirement package, or who are considering phased retirement.

What will I get?
We do more than estimate the company pension. Buck’s Pre- Retirement Planning Seminar includes:

  • Review of your company’s retirement package
  • Development of key messages
  • Customized presentation, script and presentation facilitator

The Pre-Retirement Planning Seminar is being offered for $9,500.

Click to learn more about Buck’s Pre-Retirement Planning Seminar.