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CPABC Burnaby/New Westminster Chapter

CPAs - help spread the word! CPABC is proud to host our first Financial Literacy session for seniors delivered all in Mandarin. Community

By Tierra Pawluk
Oct 27, 2021
Event Date: Nov 10, 2021
CPAs - help spread the word! CPABC is proud to host our first Financial Literacy session for seniors delivered all in Mandarin.
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
Register

*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
If you have any questions in regards to this session or about our financial literacy program, please contact Tierra at tpawluk@bccpa.ca.

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