Planning for retirement
How to effectively plan for the kind of retirement you desire.
Time frame: 60 mins
Learning objectives for participants:
- understand that government payments are not enough to fund retirement
- how to become proactive and start retirement planning early
- the benefits of:
- using government tax deferral/saving opportunities
- participating in company pension plans
- non-registered investments
Outline:
- why you need a retirement plan
- how much you need to save
- retirement saving strategies
- sources of retirement income
- government plans (RRSP, TFSA, CPP, OAS, GIS)
- employer pensions
- non-registered investments
- what we learned about retirement planning
- tools and resources
- Q&A
Learning Materials:
- Planning for the End of Life Guide (CPA Canada) – provides the tools and information needed for retirement planning
- Retirement Planning Checklist
- Canadian Retirement Income Calculator (Service Canada)
- Financial Consumer Agency of Canada information
Questions?
For questions, please email us.
Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines:
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.