Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
In this on demand course we'll cover everything you need to know about the Canada Pension Plan and Old Age Security to maximize the amount of money you'll get.
We'll discuss CPP basics including how they calculate your CPP annual premiums, all about the CPP enhancement program that is already increasing our premiums for more money later, how they calculate the maximum CPP retirement pension and how pension sharing and credit splitting for divorced or separated couples work.
We'll also look at the health of the CPP plan including the size and makeup of the CPP reserve fund and how the CPP Investment Board handles it.
You'll learn how to calculate how much you'll get in your CPP retirement pension, how to sign up for and use the online My Service Canada Account, how to decide when to start to receive the CPP and whether the CPP is a good investment.
We'll also cover the CPP post-retirement benefit (or PRB), CPP disability benefits, survivor's pension, children's benefits and death benefit.
And we'll also cover all you need to know about the Old Age Security pension including the deferral and clawback provisions.
You'll get three free spreadsheets including the CPP Retirement Pension Calculator, the CPP Elect Age Calculator and the CPP Return Calculator as well as all the forms discussed in the course.
In short, this course will give you all the information and tools you'll need to take control of your CPP and OAS pensions to maximize your benefits.
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Key Takeaways
By the end of this course, participants will:
- Learn how the CPP and OAS pensions work.
- Get advice on when to elect to start CPP and OAS.
- Find out whether the CPP is a good investment.
- See a demonstration of how to use the My Service Canada Account.
- Find out how to calculate how much you will get from the CPP pension using a free calculator.
- Get three free spreadsheets to help you make the best decisions.
Who Will Benefit
Individuals wishing to maximize the money they receive from CPP and OAS.
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
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To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
David Trahair, CPA, CA, is a financial writer, trainer and best-selling author. His other books include Smoke and Mirrors, Enough Bull, Crushing Debt, and The Procrastinator’s Guide to Retirement. His views are totally independent because he does not sell any financial products. He currently operates his own financial training firm and offers seminars to organizations.