Limited to ten (10) employees and one guest (per employee).
Experienced financial professionals will work with you to determine your readiness to retire using your personal financial information. For maximum benefit from this session, please assemble in advance personal financial information for both you and your spouse, if applicable for joint planning, including:
- Canada Pension Plan (CPP) Statement of Contributions
- Summary of your personal savings and investments
- Estimate of your income and expenses; and
- Your retirement plans that will impact your finances, i.e. travel
Please note: Due to the personal nature of this session, participant confidentiality is respected throughout the workshop.
Facilitator(s): Financial professionals