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

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 […]

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 […]