Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Retirement planning doesn’t have to start in your 20s. If you’re a CPA in Canada and feeling behind, or know someone who is, this completely updated September 2025 edition of How to Retire in 10 Years or Less is your roadmap to financial freedom no matter your starting point.
Based on David Trahair’s bestselling book The Procrastinator’s Guide to Retirement, this course offers a step-by-step plan tailored for people who are ready to take control of their finances later in life. Whether you're in your 50s or just want a smarter strategy, you'll learn how to track your spending, optimize your investments, and leverage tax opportunities to build a secure retirement in a decade or less.
New for 2025:
- Updated demos using Microsoft Copilot in Excel to automate financial analysis.
- Fresh insights on banking tools, credit card strategies, and reverse mortgages.
- Expanded coverage of retirement drawdown strategies, estate planning, and healthcare costs.
- Real-life case study: The Simpsons’ 10-year retirement journey, with downloadable spreadsheets.
You’ll also receive free access to powerful Excel tools, including:
- The Procrastinator’s Number Cruncher
- RRSP vs Pay Down Debt Calculator
- RRSP Needed for Mortgage Calculator
- Estate Planning Record Keeper
- Drawdown Risk and Annuity Return Calculators
Whether you’re drowning in debt or just unsure where to start, this course will give you clarity, confidence, and a practical plan to retire comfortably without sacrificing your lifestyle.
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Key Takeaways
Upon completion of this course, learners will be able to:
- Implement the most important step for personal finances: tracking your spending.
- Optimize your retirement accumulation and drawdown strategy using a FREE spreadsheet.
- Decide what is the best option: RRSPs, TFSAs, pay down debt or use a regular investment account using another FREE spreadsheet.
- Appreciate all the different retirement funding sources including RRIFs, annuities, CPP and OAS.
- Know all the advantages and disadvantages of RRIFs versus annuities.
- Understand how to make use of the tax opportunities available during retirement.
- Be cognizant of the risks of old age healthcare costs including what the government covers and what they don’t.
- Be aware of the tax implications of death including probate fees.
- Use a free online resource to you choose the right rewards credit card.
Who Will Benefit
Individuals wishing to secure a comfortable retirement by optimizing their savings accumulation and drawdown strategies.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
David Trahair, CPA, CA, is a financial trainer, best-selling author and CPA Magazine columnist. His books include Smoke and Mirrors, Enough Bull, Crushing Debt, Cash Cows, Pigs and Jackpots, and The Procrastinator’s Guide to Retirement. His views are totally independent because he does not sell any financial products. He currently operates his own financial training firm and offers seminars to organizations.