CPAs - help spread the word! CPABC is proud to host our first Financial Literacy session for seniors delivered all in Mandarin. Community
Oct 27, 2021
Event Date: Nov 10, 2021
Photo credit: Tera Images/Royalty-free/E+/Getty Images
Anne Kang, MLA for Burnaby-Deer Lake and the Chartered Professional Accountants of BC are hosting a free online CPA Financial Literacy Session adults 55 + who want to learn how to manage their finances for retirement. We encourage you to share this session with your family or friends who speak Mandarin and who may benefit from this session.
Session Details: Managing your Finances in Retirement
Date: November 10, 2021
Time: 10:00 AM - 11:30 AM
Session Presenter: Joanne Lui CPA, CGA
Audience: Adults 55+
Language, PPT, Handouts & Material: Mandarin
To register to this session: Click Here
*This session is NOT intended for CPAs and does not qualify for CPD.
Session Outline
Learn how to manage your finances and make your money stretch for you in your retirement.
- the importance of financially managing your retirement the art of budgeting
- balancing your budget
- sources of retirement income
- expenses
- stretching your retirement resources
- common retirement strategies
- the three stages of retirement
- tools and resources
- Q&A
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