CFA Society Vancouver

Personal Finance for Retirees

Have you thought about when and how you should be making changes to your savings or investment plans upon retirement? Whether you are planning for retirement or are already retired, this workshop aims to provide you with guidance on how to stretch your savings and identify some of the common issues faced by retirees. Find out how you can plan your personal finances to match your desired lifestyle and where you can find the resources to support your retirement goals. This presentation will be led by our Financial Literacy team.

Raising Financially Confident Children

Have you wondered how you can raise your children to be responsible and savvy in managing their personal finances? What do you think are the key concepts that parents should focus on given our rapidly changing world? In this upcoming CFA Society Vancouver webinar, our panel of CFA charterholders will share some tips from the Financial Consumer Agency of Canada, while also providing their thoughts on overcoming the challenges of incorporating these ideas into your children’s lives.