Seminar Series: How to analyze & understand your retirement financial information 

After taking a break from hosting seminars in 2020, 2021, and 2022 due to COVID-19, we have brought back our Seminar Series, beginning with How to analyze & understand your retirement financial information.

 

Complimentary dinner & seminar, where we reviewed a sample retirement plan, and covered solutions for the following concerns:

- New inflation rates and higher retirement expenses

- Market volatility causing a decline in investment income

- Increasing taxation on your retirement income

- Long-term care funding

- Linking your retirement plan to your estate plan

 

October 25th and October 26th 

Sheraton Hotel

2935 Pembina Highway, Winnipeg, MB 

Dinner: 5:30 pm

Presentation: 6:00 pm

 

November 8th

Niakwa Country Club

620 Niakwa Rd. Winnipeg, MB

Dinner: 5:30 pm

Presentation: 6:00 pm

 

We plan to continue this subject for our seminar series in early 2024.