Financial Planning and Your Retirement

Retirement planning often leads to many questions. Can I afford to retire? What will my pension provide? Will government sources help me? Have I saved and invested sufficiently? This workshop will address these and many other questions we may have as we prepare for the next stage of our lives.

Topics include:

  • demystifying the financial planning process.
  • performing a financial wellness checkup.
  • understanding your finances and taxes.
  • exploring sources of retirement income.
  • gaining knowledge on the amount of money you need to retire comfortably.
Participants will leave this three-hour virtual workshop with the information and tools to effectively plan their retirement and future.
What to expect
How long is the workshop?

The workshop is three hours.

Who should attend the workshop?

The workshop is designed for anyone who wants to learn about financial planning and retirement, regardless of your stage of life. The earlier you begin planning and saving for retirement, the more prepared you will be to live out a comfortable and secure future.

Where does the workshop take place?

We offer the workshop through online video. Once you have registered, you will receive an email confirmation from Manitoba Blue Cross with a Zoom link within two business days. If you do not receive an email within two business days, please check your spam folder or call Manitoba Blue Cross at 204.786.8880 or toll free at 1.800.590.5553. For the Deaf, hard-of-hearing and speech-impaired community, we can receive VRS calls.

What does it cost to attend the workshop?
What do I need to prepare beforehand?

You only need to come prepared with any questions you may have.

Can I attend the workshop more than once?

You are welcome to attend the workshop as many times as you wish. However, the host will not share new content or introduce new topics each time.

About the host

Mark Binder, CPA (he/him)

Financial Counsellor, Employee Assistance Program
Since 1992, Mark has worked in accounting, finance and related fields. He has in-depth knowledge of retirement planning, tax planning and cross-border accounting.

Mark holds a Bachelor of Science degree from the University of Manitoba and a Bachelor of Commerce with Honours from the Asper School of Business at the University of Manitoba. He has received his Chartered Professional Accountant designation from the Institute of Chartered Accountants of Manitoba (now called the Chartered Professional Accountants of Manitoba) and holds a Certificate in Adult Education from Red River College.

He enjoys running, cooking healthy meals and discussing theatre and television with his daughter in his spare time.

Register for the workshop

Fill out the form below and select your preferred date and time to attend the workshop.

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