Retirement planning

You’ve done so much to support our country’s future by working in education. You deserve support for your future, too—as you prepare for retirement and enjoy the journey. We’re here for that.

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Download the ultimate retirement planning resource bundle for Canadian education workers

We’ve packaged up our best retirement planning resources to
help you get retirement ready with confidence.

  • Retirement planning checklist
  • Template retirement letter
  • Your life by design ebook
  • Procrastinator’s guide to retirement
  • Esprit – our membership and insurance guide
  • Insurance comparison checklist
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Latest retirement planning news, videos and resources

Older adult writing notes in a notebook
Future retirees: To retire or not to retire?

Many education sector workers in Canada may feel ready to retire from their current roles. Still, they are not ready to stop working, according to […]

A biracial older couple cuddling together on a couch and using a tablet to research tax credits available to them.
How to make tax time more manageable in retirement

It’s that time of year – days are getting longer. Maple syrup season is upon us. And we’re getting ready to file our taxes. Doing […]

resource page showing on a laptop screen
Our 10 most popular blogs of 2023

As we get ready to wrap up 2023, we’re doing our usual retrospective look at the year, including a dive into our analytics. What are […]

Recent retire carrying contents of their office in a box as they leave work with a smile on their face
Retiring this year: Month-by-month retirement planning

If you’re planning to retire this year, then this article is for you. We’ve broken down the tasks covered in our blog post about everything […]

Education retiree sitting on bed in bedroom and looking at ticket for first trip in retirement
Future retirees: Education workers eyeing career changes, opportunities in retirement

More than half of Canada’s classroom educators and administrators, within five years of retirement, plan to continue working full- or part-time once they retire. More […]

Older adult on a bus talking to a passenger beside them
Time to retire from driving? Considerations and steps

Driving is a symbol of freedom and independence. You can go where you want when you want. And Canada is one of the most car-dependent […]

Older couple outside on bikes in a park
How to create a post-pandemic retirement plan

As the pandemic turns endemic, we’ll be in a post-pandemic world—adapted to living with COVID-19 as part of life. For those retiring now, it’s possible […]

Older adult in the driver’s seat of a car and smiling
Webinar: Auto and home insurance 101

This webinar was presented in September 2022 featuring Yvonne Brady from Johnson Inc. It covers auto insurance 101, home and tenant’s insurance 101, liability advice […]

Grandparent dancing with grandchild on the lawn of their home
Webinar: Strengthening your financial capability

This webinar was presented in August 2022 featuring Kevin Maynard (CFEE) and Suzie Graham (IG Wealth Management) and covers financial best practices and tips and […]