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

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

  • Retirement planning checklist
  • Template retirement letter
  • Social planning 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

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 […]

20 clever quotations about retirement
20 clever quotations about retirement

Whether you’re writing a retirement speech or just looking for a little inspiration for your retirement planning, it can be helpful to start by reviewing […]

The health coverage gap: How Canadian retirees can protect themselves against the inevitable
The health coverage gap: How Canadian retirees can protect themselves against the inevitable

Health and wealth. People want to preserve both. But health care can be a drain on personal budgets, especially in retirement. At RTOERO, we want […]

5 ways to think about retirement planning… and money isn’t one of them
5 ways to think about retirement planning… and money isn’t one of them

During the 2020s, some 5 million Canadians will turn 65. The Baby Boomer generation has quickened the pace of retirements. At RTOERO, we want people […]

Webinar: Sustaining your finances throughout your retirement
Webinar: Sustaining your finances throughout your retirement

Presented by David Aston, freelance journalist who writes about retirement, investments and personal finance in September 2021 This webinar covers the current investment market, new […]

How to help employees prepare for retirement and why you should
How to help employees prepare for retirement and why you should

Your employees are your closest and most crucial link between the organization and the people you serve. Taking care of your employees at all stages […]