Download the ultimate retirement planning resource bundle for Canadian education workers

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

Retirement date*

“Retirement is a big life change. Overwhelmingly, folks tell us they want to know more about insurance for retirement and would like help with practical retirement to-do tasks. Our resource bundle gives you those practical tips and tools to help you at every stage.”

— Jim Grieve

Ease into retirement

  • Get clear on the tasks and steps involved in retiring from the education sector in Canada
  • Save time searching for links and forms for all the government information you need
  • Imagine your retirement lifestyle and prepare for the freedom of life after daily work

What’s included

  • Customizable retirement planning checklist – Create your own to-do list, starting from our prepopulated Excel spreadsheet.
  • Template retirement letter – use this Word template to craft your own letter.
  • Your life by design ebook – Retirement planning is about more than finances. You can plan for joy too!
  • Procrastinator’s guide to retirement – Feeling late to the party? These are the most critical tasks to take care of.
  • Esprit – our membership and insurance guide. Learn about RTOERO membership and retirement insurance.
  • Insurance comparison checklist – Learn what to look for when evaluating insurance options for retirement
Retirement Planning Bundle

Take the guesswork out of preparing for retirement.

Get instant access to the retirement planning bundle.

RTOERO is a bilingual trusted voice on healthy, active living in the retirement journey for the broader education community. With 84,000+ members in 51 districts across Canada, we are the largest national provider of non-profit group health benefits for education workers and retirees. We welcome members who work in or are retired from the early years, schools and school boards, post-secondary and any other capacity in education. We believe in a better future, together!


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