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✨ Upcoming Workshop: Retirement Income & Tax Strategies November 18th- Retirement might feel far away—but the truth is, the earlier you start understanding your options, the more control and flexibility you’ll have down the road. This workshop isn’t just for those approaching retirement—it’s valuable for anyone, even in their 20s or 30s, who wants to start planning with the future in mind.
RSVP on my WEBSITE
- https://www.edwardjones.ca/ca-en/financial-advisor/brad-gallant/event?id=25484
Key Takeaways:
1. Get clear on the different types of retirement income sources and how they function
2. Learn when you can start taking CPP, OAS, and other income streams—and why timing matters
3. Explore tax strategies that can help maximize your long-term plan
Even if retirement feels like a distant concept, the decisions you make in your early working years can have a big impact later. The sooner you understand the moving pieces, the easier it will be to make informed choices as life changes.
Hosted by Brad Gallant CIWM, PFP, DFSA Seats are limited—reserve yours today!
🌟If you are interested in attending this event here is a short list of what is offered and what to do:
1- 1 free beverage of your choice per attendee
2- Buffett type appetizers will be served
3- Contact our office by phone (506) 474-2437
We look forward to seeing you there!
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Event Venue & Nearby Stays
St. James’ Gate Freddy, 200 Summerhill Row, Fredericton, NB E3G 0C4, Canada
Concerts, fests, parties, meetups - all the happenings, one place.
