Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
In this two-course bundle, we'll cover everything you need to know about the Canada Pension Plan and Old Age Security. We'll also explore planning and saving for retirement planning.
How to Maximize Your CPP and OAS Pensions (Update 2026)
In this course, we cover everything you need to know about the Canada Pension Plan (CPP) and Old Age Security (OAS) to maximize your total benefits. We dive deep into the new "second earnings ceiling" (YAMPE) and how it affects premiums and tax treatment—especially for self-employed individuals and high-income earners. We also explore critical policy changes effective January 2025 regarding pension sharing, survivor benefits, and credit splitting for divorced or separated couples.
How to Retire in 10 Years or Less (Update 2025)
For most people saving for retirement is not easy. We are busy paying for our housing, cars, kids and everything else. Out of necessity many of us become procrastinators when it comes to saving for retirement. This course will review a step-by-step process for planning and saving for retirement starting later in life. It's an easy-to-follow plan for retirement that can be done in ten years or less.
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Key Takeaways
By the end of this course, participants will:
- Learn how the CPP and OAS pensions work.
- 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.
- Understand how to make use of the tax opportunities available during retirement.
Who Will Benefit
- Individuals wishing to maximize the money they receive from CPP and OAS.
- Anyone starting to plan and save for retirement later in life.
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.
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
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.