Session Objective
Learn how to better manage your finances and make your money stretch for you in your retirement.
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Learning Outcomes
- 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
Session 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)
Photo credit: Getty Images
Session Level
Basic
Topics Covered
Financial Planning
Managing Finances
Personal Finances
Retirement
Who Should Attend
Seniors
Other Sessions
Planning for retirement
How to effectively plan for the kind of retirement you desire.
Managing finances in retirement
Learn how to better manage your finances and make your money stretch for you in your retirement.
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Managing your Finances in Retirement
This session is for Mandarin speaking adults 55 + who want to learn how to manage their finances for retirement.
Fraud Protection
Understand fraud and how to protect yourself from being a victim.
Proctect your assets by planning ahead
Why every adult should have an estate plan. Learn how to create a plan to distribute assets, during life or upon death.