Planning for retirement

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

Want a session in your area? We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets.
Learn more about your responsibilities as a host.

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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.

Highlights

Update your knowledge and strengthen your network at this must-attend conference covering the most important issues and trends affecting audit committee members.

It’s probable that someone you know is deep in debt. If you are observant, you might see one of these seven signs.