When you “retire,” will you volunteer? Work part time? Go back to school? Whatever you decide, you need to be financially prepared. We can help. Find your retirement reality at our presentationRetirement Has Changed. What’s Your Next Move? Together, we’ll explore: • How to organize and record your financial assets • How to set realistic […]
A seminar dedicated to Women Investors Are you ready? Worried? Eager? Just reading the word “retirement” may raise a mix of emotional responses for you – both excitement and anxiety. Time Matters: Retirement Outlook for Women is specifically tailored for women who are getting ready for or have recently transitioned to retirement. During this special […]
Building your investor IQ starts with understanding the basics. Whether you are new to investing or need a refresher, our Foundations of Investing presentation will help you learn about: • The importance of developing a strategy • The impact of asset allocation • The influence of inflation on your long-term goals Call (905) 892-9930 or […]
Women and men have differing considerations when it comes to long-term financial goals. For instance, because of a woman’s average longer life span, your needs may be significantly different from those of your spouse or others. Does your financial strategy fit your lifestyle and needs? Join us and learn more as we explore five critical […]
Retiring soon and wanting to know how to prepare? FREE Join us for this informative session with Lance Wiebe from Desjardins Financial Security and learn about the key lifestyle decisions to consider in advance of retiring, including the physical and emotional challenges of transitioning from work to retirement.
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