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

3 Canadian retirement planning spreadsheets you need
3 Canadian retirement planning spreadsheets you need

With all the information and advice out there about financial planning for retirement, it’s unsurprising if it feels a bit stressful. How do you know […]

Retiring in June: Month-by-month retirement planning
Retiring in June: Month-by-month retirement planning

Many people who work in education choose to retire in June. It’s a natural endpoint. If you plan to retire next June, this article is […]

Retirement income: sustaining your finances in retirement
Retirement income: sustaining your finances in retirement

Retirement income – if you’re 60+ in Canada, this topic is probably top-of-mind. And we hope it’s on your radar if you’re younger. It’s never […]

Self-care for retiring education workers: How to do it and why
Self-care for retiring education workers: How to do it and why

Retirement is an ideal time to design and implement or update your self-care system—it’s a time in life when your ultimate goal can be to […]

2022 Future retirees report – Retirement planning in a pandemic
2022 Future retirees report – Retirement planning in a pandemic

Retirement—what once conjured stereotypical images of slowing down has been redefined as a time for growth and potential. RTOERO has been supporting retirees from Canada’s […]

Insurance plans for retirement: consider these 5 things
Insurance plans for retirement: consider these 5 things

Insurance for retirement tops the list of topics of interest for future retirees, according to our research with employees from Canada’s education sector.  And it’s […]

5 conversations to have before you retire
5 conversations to have before you retire

Like other significant life changes (marriage, childbirth, relocation), there are things to do to prepare for retirement—and some meaningful conversations to have before the big […]

How to make tax time more manageable in retirement
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 […]

5 retirement messages for colleagues
5 retirement messages for colleagues

It can be hard to know where to start when writing retirement messages for colleagues. Maybe you’ve been asked to give a toast about a […]