Managing finances in retirement

Learn how to better manage your finances and make your money stretch for you in your retirement.

Senior woman using a calculator with papers around her.

Time frame: 60 min

Learning objectives for participants:

understand why it’s so important to manage finances in retirement
learn the art of budgeting
understand how to stretch your retirement resources
learn about the different stages of retirement

Outline:

the importance of managing your retirement
- the art of budgeting
- balancing the budget
- sources of retirement income
- expenses
- stretching your retirement resources
common retirement strategies
the three stages of retirement
tools and resources
Q&A

Learning materials:

Planning for the End of Life Guide (CPA Canada)
general information for:
- Canadian Anti-Fraud Centre (CAFC)
- Royal Canadian Mounted Police (Scams and Fraud)

Questions?

For questions, please email us.

Proudly sponsored by Canada Life, our National Development Sponsor.

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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