退休財務管理 (Managing your Finances in Retirement)

觀眾：希望學習如何做好財務管理的長者
語言：普通話

日期：2022 年 6 月 23日
時間：中午12:00-1:00

主講人：劉永虹 (Joanne Liu, CPA, CGA)

學習目標：

• 理解退休財務管理的重要性
• 制定預算的藝術
• 如何開拓您的退休資源
• 退休後的不同階段

要綱：

• 管理退休財務的重要性
• 制定預算的藝術
  • 平衡預算
  • 退休後的收入來源
  • 開支
  • 開拓您的退休資源
• 常用的退休理財策略
  • 退休後的三個階段
• 理財工具和資源
• 答問時間

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如有任何問題，請聯繫Tierra 。電郵： tpawluk@bccpa.ca

Audience: Mandarin speaking adults 55 + who want to learn how to manage their finances for retirement
Language: Mandarin

Date: Thursday, June 23, 2022
Time: 12:00 PM – 1:00 PM

Speaker: Joanne Liu, CPA, CGA

Learning Outcomes

• understand the importance of financially managing your retirement
• the art of budgeting
• how to stretch your retirement resources
• the three stages of retirement

Session Outline

• 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.