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.

Event Info

Event Details

Date Date
Jun 23, 2022 12:00 PM - 1:00 PM
Venue Venue
Online