The procrastinator's guide to retirement

If you haven’t started saving for retirement yet, there’s still hope. Learn about an easy-to-follow plan for retirement in 10 years or less.

Event Details

Location and date:
Online On-Demand Event

The Procrastinator’s Guide to Retirement: How to Retire in 10 Years or Less takes you through step-by-step planning and saving for retirement starting in your 50s, and explains the best way to fund your retirement years.

This webinar is designed for people approaching retirement, who want to ensure it is as comfortable and stress-free an experience as possible.

Additional options and pricing may be available. See pricing and registration for more details.



$129.00

2 CPD hour(s)
Pricing & registration

You will learn about:

  • retirement funding options:
    • Canada Pension Plan (CPP) and Old Age Security (OAS) pension basics, including:
      • CPP penalties for early withdrawal
      • the new OAS rules delaying the start date up to age 67
  • the new RRIF withdrawal rates
  • how basic annuities work
  • a suggested RRIF/annuity strategy

Topics include:

  • tracking your spending:
    • how to do it easily, automatically and for free
    • how to use this info to project how much you’ll need during retirement
  • pre- and post-retirement investment strategy:
    • the optimal mix of fixed income and equities before and after retirement
    • a suggested solution to finding a good investment advisor
  • the Procrastinator’s Number Cruncher — an easy-to-use Excel spreadsheet, that you’ll receive for free, to:
    • optimize your investment strategy — RRSP, TFSA, or paying down the mortgage
    • maximize your retirement income
  • inheritance: a simple checklist for your parents to fill out in order to make the transfer efficient 

Who should attend?

  • anyone who wants to catch up on their retirement savings

More Details:

Speakers/Presenters

Contacts

Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca

Highlights

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