Build your budget

2 hour instructor-led seminar or webinar
For employees

Overview

The amount of money you need at retirement largely depends on how much you plan to spend. Expanding on this general rule of thumb, this interactive seminar will guide employees through the process of budgeting for the various phases of retirement. Participants will learn about typical expenses and life expectancy, how to budget for today and tomorrow, and where to turn to for help.

Learning objectives

At the end of this seminar, participants will be able to do the following:

  • Discuss when and how to budget for retirement.
  • Identify new expenses for their new lifestyle.
  • Budget using the quick estimate approach and/or the detailed line-by-line approach.
  • Understand the impact of taxes and inflation.