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.

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.