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Ottawa, Ontario K2P 1L5
Tel: (613) 569-1158
Fax: (613) 569-4532

Events

Investment Workshop

Day 4Friday, November 27th

 

 

 

 

 

Website Sponsored By2

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Financial Strategies for Retirement

Chances are you're more concerned than ever about whether you'll have enough money to retire. Given the uncertainty about the economy, the stock market, housing costs, pensions and interest rates, many of us are questioning our retirement target date. Even the traditional age of retirement is changing. Mandatory retirement at 65 years is becoming a thing of the past, and the government recently delayed the onset of Old Age Security payments to age 67.

We are living longer and longer, therefore, our money has to go farther. You will probably want to sustain a lifestyle that's equivalent to what you've enjoyed in your working years… the standard to which you have become accustomed to. This workshop will help you learn key concepts around retirement planning and the does and don'ts.

10:45 - 12:00

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FINANCIAL STRATEGIES FOR RETIREMENT - PART 1

 Rooms 206 & 208

Speaker:
Steve Gobel, CFP R.F.P., Regional Director, Investors Group Financial Services Inc.

Canadians are now living longer than ever before. As a result, the importance of planning for retirement and having a sound financial strategy throughout retirement has never been greater.

Whether retirement is just around the corner or still down the road, it's coming. You may have a vision for your retirement. But do you have a plan for how to get there? Or how to ensure that you are maximizing your retirement resources? Will you and your retirement plan be ready at the same time? Will you outlive your money?

You can spend a lifetime preparing for your retirement and still have many important decisions to make. Attend this session and learn about key concepts around retirement planning and how to:

  • save on your income tax throughout retirement;
  • preserve and protect your family assets;
  • learn to avoid key planning mistakes;
  • reduce taxes by income splitting;
  • optimize your RRSP to RRIF conversion;
  • minimize taxes and fees for your estate;
  • match your investments to your lifestage;
  • maximize retirement income by minimizing taxes;
  • increase control over your estate assets;
  • build a retirement plan that will beat inflation;
  • reduce the OAS clawback; and,
  • create your retirement paycheque!

Language of presentation: English
Simultaneous interpretation available.

13:30 - 15:00

Presentation Button

FINANCIAL STRATEGIES FOR RETIREMENT - PART 2

Rooms 206 & 208
Speaker:

Steve Gobel, CFP R.F.P., Regional Director, Investors Group Financial Services Inc.

Canadians are now living longer than ever before. As a result, the importance of planning for retirement and having a sound financial strategy throughout retirement has never been greater.

Whether retirement is just around the corner or still down the road, it's coming. You may have a vision for your retirement. But do you have a plan for how to get there? Or how to ensure that you are maximizing your retirement resources? Will you and your retirement plan be ready at the same time? Will you outlive your money?

You can spend a lifetime preparing for your retirement and still have many important decisions to make. Attend this session and learn about key concepts around retirement planning and how to:

  • save on your income tax throughout retirement;
  • preserve and protect your family assets;
  • learn to avoid key planning mistakes;
  • reduce taxes by income splitting;
  • optimize your RRSP to RRIF conversion;
  • minimize taxes and fees for your estate;
  • match your investments to your lifestage;
  • maximize retirement income by minimizing taxes;
  • increase control over your estate assets;
  • build a retirement plan that will beat inflation;
  • reduce the OAS clawback; and,
  • create your retirement paycheque!

Language of presentation: English
Simultaneous interpretation available.

back to all streams