Retirement Planning and Pitfalls

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Hear about a few things you may not have considered!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about whether the government is likely to raise taxes this year.

Then learn about spending part of your retirement on a private yacht with Jim and Judy Brown, Owners and Operators of Sail Dauntless.

If your retirement is going to be a little more unconventional, you might be part of the anti-retirement movement! Find out more about it with Patti and Milledge Hart, Co-Authors of “The Resolutionist: the Anti-Retirement Movement”.

And finally, if you have a common law relationship, find out about some of the pitfalls that you could encounter when estate planning with Jennifer Lamb, Partner at Carscallen LLP.

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More Than Money

How will the U.S. election impact you? And, how to protect yourself from investment scams

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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!

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