Managing finances in 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

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.