Planning for retirement

How to effectively plan for the kind of retirement you desire.

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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.

Request a session

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.

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