Session Objective
How to effectively plan for the kind of retirement you desire.
Learning Outcomes
- 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
Session 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
Photo credit: Getty Images
Session Level
Basic
Topics Covered
Financial Planning
Managing Finances
Personal Finances
Retirement
Investing
Who Should Attend
Adults, seniors, workplace
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