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A retirement planning seminar focused on clarity, coordination, and long‑term confidence aligning income, housing, and legacy decisions.About this Event
This seminar offers a coordinated approach to retirement planning, designed to bring clarity to some of the most important financial and lifestyle decisions ahead. Attendees will gain practical insights into income and investment planning, right‑sizing their home, and understanding legacy and estate considerations. Led by experienced professionals, the session explores how these areas connect helping you make informed, confident decisions and move forward with greater long‑term confidence.
Agenda
🕑: 06:30 PM - 06:40 PM
Welcome & Introduction
🕑: 06:40 PM - 07:00 PM
Downsizing & Housing Transitions
Host: Brad Sawyer
Info: Royal LePage
🕑: 07:00 PM - 07:20 PM
Retirement & Financial Planning
Host: Amanda Dumitru
Info: Dumitru Flanagan & Associates
🕑: 07:20 PM - 07:40 PM
Legacy & Estate Considerations
Host: Esther Moores
Info: First Memorial Funeral Services
🕑: 07:40 PM - 07:55 PM
Panel Discussion & Audience Q&A
🕑: 07:55 PM - 08:00 PM
Closing Remarks & Next Steps
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Event Venue & Nearby Stays
3671 Uptown Blvd #202, 3671 Uptown Boulevard, Victoria, Canada
Tickets
CAD 0.00
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