Details

For further information, please contact us at (613) 216-6087 or (416) 479-0069 or use our Request Form

Course Outline

There is no question that Canadians want to be secure in retirement. A key ingredient in any successful retirement plan is time. This seminar looks at the importance of starting retirement financial planning early, the effects of inflation and why it’s important to have a mix of income-producing assets.

• Start saving early!  The time value of money.
• Getting your house in order five – 10 years before retirement.
• Pensions – CPP, OAS, company pension, and your savings.
• The amount of income and benefits you have will affect your lifestyle in the future
  • Your home
  • Your family
  • Your hobbies and recreation.

Note: In order to customize this presentation, we will require an outline of company benefits and retirement programs at least two weeks before the scheduled presentation