About this Event
Whether you're 10–20 years from retirement or already retired, this free two-hour workshop will give you clarity on both the financial decisions and the personal questions that determine whether you actually enjoy the retirement you've worked for.
What we'll cover:
- Investments & income strategy — how to structure your portfolio and draw down your accounts in the right order to minimize tax and maximize what you keep
- CPP timing — the math behind when to take it, and how to use it as a strategic decision rather than a default
- Tax strategy — how income sequencing can mean $150,000–$200,000 more over a 25-year retirement
- The life side — who you are in retirement, how you want it to feel, and the beliefs about money that shape every financial decision you make
You'll leave with: A completed Retirement Clarity Map — a personal one-page snapshot you can bring directly to a planning conversation.
Your presenters: Shaun Maslyk, CFP®, FBS®, MAPP, B.Comm 10+ years in financial planning, specializing in the organization of retirement and the behavioural side of financial decision-making. Chad MacKenzie, CFP®, CIP 15 years working with clients on retirement income, CPP strategy, and the specific numbers that make the biggest difference.
This is a professional financial education event. No products will be recommended or sold.
Seating is limited. Reserve your spot today.
Event Venue & Nearby Stays
Sawridge Inn and Conference Centre Edmonton South, 4235 Gateway Boulevard, Edmonton, Canada
CAD 0.00
