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  /  Calgary 2024   /  Strategies for Successful Retirement:Thinking Outside the Box

Strategies for Successful Retirement:Thinking Outside the Box

  • OBJECTIVES
  • Understand the importance of preparing for retirement.
  • Recognize the strategies to adopt in preparing for retirement.
  • Identify key activities to engage in to facilitate successful plan towards retirement.
  • Engage in activities that will help manage our financial needs at retirement.

TOPICS

  • What is retirement?
  • Retirement crisis as a global issue.
  • Some statistics about retirement in Canada
  • How to build a strong financial foundation for retirement.
  • Debt as a hurdle to better retirement.
  • Debt and the rule of 72
  • Budgeting and budgeting rules.
  • Factors to consider before investing.
  • Investment options.
  • Besides financial preparation, other successful retirement strategies
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