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We know that strong financial literacy is key to making informed decisions about money.
Your Future, Your Finances: Strategies for Retirement Planning
Tuesday November 4 and Wednesday November 5 at 6:30 p.m.
Register below to join us for an engaging and educational night out!
Our wealth specialists are teaming up across our regions to share actionable retirement planning strategies to optimize your retirement goals. The evening will start with light food and refreshments*, followed by a presentation and Q & A for the audience. One lucky attendee will also win a valuable door prize.
Topics to be covered include:
CPP/OAS decisions
Is there optimal timing for benefits?
Income splitting
Strategies for tax efficiency.
RRSP to RRIF conversion
Understanding the process.
TFSAs in retirement
Maximizing benefits of the plan.
Dates and locations
Tuesday November 4 at 6:30 p.m.
- C Hotel by Carmen’s* Dolce Rooftop Lounge
1530 Stone Church Road East, Hamilton - FirstOntario North Oakville branch
505 Dundas Street West, Oakville - FirstOntario Woodstock branch
943 Dundas Street, Woodstock
Wednesday November 5 at 6:30 p.m.
- White Oaks Conference Resort* Studio 4/5/6
253 Taylor Rd, Niagara-on-the-Lake - FirstOntario Simcoe branch
107 Queensway East, Simcoe - Tillsonburg Senior Centre
45 Hardy Avenue, Tillsonburg
*Complimentary drink ticket & cash bar at C Hotel and White Oaks locations.
Space is limited and pre-registration is required
Feel free to bring your spouse/partner or a friend (limit one guest per member). Take hold of your future and your finances, and use the online form below to sign up today!
Questions?
Our Wealth Connect team is here to help.
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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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