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Your life isn’t linear — your financial plan shouldn’t be either.About this Event
From creating income you can count on to aligning your plan with what matters most. Whether you’re just getting started or nearing your next chapter, this seminar will help you build clarity and confidence for the road ahead.
What to expect:
We’ll explore what it really means to build a plan that adapts to your evolving lifestyle, values, and goals. It’s about real life — not just numbers on a page.
We’ll cover:
- How to define your version of freedom, flexibility, and fulfillment
- Turning assets into income: understanding pensions, CPP/OAS, RRSPs, and TFSAs
- Tax-smart drawdown strategies (and why the order matters!)
- Planning with family in mind — legacy, caregiving, and generational conversations
- Risk management: protecting your plan from the unexpected
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Event Venue & Nearby Stays
Anthony's Italian Grill, 133 Pembroke Street East, Pembroke, Canada
Tickets
CAD 0.00
