Planning for retirement

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

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.

Request a session

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. Eight weeks’ notice is needed to set up a session.

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Highlights

Chartered Professional Accountants of Canada (CPA Canada) annually offers its views on priorities for the federal budget. Review past submissions of pre-budget briefs and consultations, and post-budget release opinions and commentary.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.