Retirement: Expectation vs. Reality

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Hear the results of Fidelity’s 2018 Retirement Survey!

Join Dave and Faisal on More Than Money this Saturday as they find out what real retirees say retirement is like compared to their expectations — and what planning tools are most useful. Peter Bowen, Fidelity Investment’s Vice-President of Tax and Retirement Research, joins the show to share the insights from their 2018 Retirement Survey.

Also, don’t miss special guest Jamie Golombek, CIBC’s Managing Director of Tax and Estate Planning, as he shares his top tips for effective estate planning.

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Sign Up Today
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