Employee Education Programs
Retirement Planning Plansmart Financial Planning Finance and
Investing for Women Severence
and Early Retirement Packages Income Protection Seminar Series Financial Planning for
Assisted Living and Long-Term Care
Severance and Early Retirement Packages
By Daryl Diamond CFP CLU CH.F.C. and
Robin Muir CFP CLU CH.F.C.
Overview:This workshop was written
in consultation with Hatch and Muir, a Victoria, BC
based independent financial planning firm, to give employees a better understanding of the
financial implications of severance and early retirement packages.
A unique feature of this program is that it can be customized to include the details of
your severance package, company logos and contact information. Contact us for pricing, minimum
orders and more information.
Facilitators: Each seminar is facilitated by a member of Rarestone's national
network. Facilitators are carefully selected and have, at a minimum, CFP (Certified
Financial Planner) designations. Employers are encouraged to include other professionals
Materials: Course material is specific to Canadians. All materials are updated
frequently, ensuring that your employees receive the most current information. Each
participant will receive a workbook. Facilitators are able to present the material using
either overhead transparencies or Microsoft PowerPoint.
Program Length: Severance and Early Retirement Packages can be presented as a
single session, usually two hours in length.
Education modules: Seminar content includes:
- Issues to Consider
- The Impact on Your Family
- Money Management Tips
- Tax Planning
- Retiring Allowance Rules
- Benefit Replacement Issues
- Employment Insurance