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.