Training and Presentations

 

VIDEOS AND PRESENTATIONS

NEW! Presentation and Recording June 2022 "Information about the OAS Retirement and Pension Fund"

Powerpoint (English)

Information about the Plan Presentation to the Staff Association 2022

Recording (English)

Information about the Retirement Fund - Presentation Part I

Information about the Retirement Fund - Presentation Part II

PowerPoint Presentation June 17, 2019 "Information about the Fund"

Presentation December 6, 2011

Comparison between the 401(m) Plan  and the OAS Retirement and Pension Plan

Presentation ( Spanish | English )

Video

 

LECTURE SERIES 2006

 

LECTURE I - Retirement Benefit Options (11/09/2006)

Video (High Resolution  |  Low Resolution)

Presentation (PowePoint | PDF Format )

  • Factors to be considered prior to retiring
  • Evaluation of an individual’s situation
  • Retirement benefits
  • Eligibility requirements for the receipt of  a pension or an annuity
  • Pension calculation according to the 2% formula
  • Annuity calculations
  • Lump sum payment in cash: advantages and disadvantages
  • Comparison between an annuity/pension as offered by the Fund and the investment of available capital in the market:  financial and psychological factors
     

LECTURE II - Legal Matters (11/16/2006)

Video (High Resolution  |  Low Resolution)

Presentation (PowerPoint | PDF Format)

  • Legal documents that should always be up-to-date
  • Estate planning
  • The effect of retirement on visas
  • Tax issues connected with retirement benefits
     

LECTURE III - Long Term Care Insurance (11/30/2006)

Video (High Resolution  |  Low Resolution)

 

LECTURE IV - Investment of Financial Resources Received at Retirement and Financial Planning (12/07/2006)

Video (High Resolution  |  Low Resolution)

Presentation (PowerPoint | PDF Format)

Presentation Merryll Lynch (PowerPoint | PDF Format)

  • Financial Planning
  • Consulting experts
  • Lifestyle desired
  • Considerations related to the attainment of investment objectives
  • Rules to consider
  • Risk factors
  • Considerations related to the various types and vehicles of investment
  • Distribution of investment Vehicles
  • Historical Returns
     

LECTURE V - Health Insurance and Life Insurance (12/14/2006)

Video (High Resolution  |  Low Resolution)

Presentation (PowerPoint | PDF Format)

  • Eligibility
  • Procedures to be followed
  • Cost
  • Available Plans
  • Medicare
  • Lecture by a Specialist Physician