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

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.

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

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