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What excites you most about your retirement? When is it going to happen? How much will it cost?Is it realistic?
What frightens you most about retirement? Are you concerned about market and economic volatility, outliving your money or inflation and the effect it will have on your purchasing power?
You are invited to join Financial Security Advisors and Investment Representatives, Brian MacKenzie, and Werner Duever for a presentation which will teach you the fundamentals of planning for a financially secure retirement.
Key Concepts will include:
Savings strategies for retirement
Saving concepts such as "Paying Yourself First"; or the possibility of receiving a tax deduction for the interest you pay on an investment loan
The features and benefits of segregated fund policies and lifetime income benefit options
How to plan for your retirement income needs
How to determine how registered retirement savings plans (RRSPs), tax-free savings accounts (TFSAs) and other investment solutions may fit into your financial security plan
Estate planning
This is a free event but we do ask that you register in advance. Refreshments will be provided. Seating is limited.
RSVP to [email protected] by May 8, 2024
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Event Venue & Nearby Stays
Canada Life Building - 250 Queens Avenue, London Ontario (room to be confirmed), Dietitian Illustrated, Queens Ave, London, ON N6A, Canada,London, Ontario
