Managing finances in retirement

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

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


  • 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)


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:

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.