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Achieving Financial Freedom: Strategies for Success

Jul 11, 2024 06:00 PM Eastern Daylight Time - Jul 11, 2024 07:00 PM Eastern Daylight Time
Virtual Only Webex, Webinar

Join us for an insightful webinar focused on building financial freedom. Gain access to essential tools and strategies to navigate your finances successfully.

Women Wired to Invest: Building your financial confidence (In-Person Only)

Jun 06, 2024 06:30 PM Eastern Daylight Time - Jun 06, 2024 08:30 PM Eastern Daylight Time
Suite 2200 181 Bay Street Toronto, ON

The research shows that women have unique needs when it comes to planning their wealth and legacy.This event is aimed at delivering insights that educate, equip and engage you on your financial journey. We recognize the unique challenges faced by women investors that underscore the need for wealth planning. Join me and Genevieve Marcelino, Regional Director at Russell Investments as we discuss these challenges and share ways to make smart financial decisions followed by a round table chat.

Keys to Planning a Tax-Efficient Retirement

Apr 02, 2024 07:00 PM Eastern Daylight Time - Apr 02, 2024 08:00 PM Eastern Daylight Time
Online Event Webex, Webinar

As a retiree today, you can expect to live much longer than previous generations – often as much as 20-30 years after the traditional retirement age of 65. That’s a whole new life stage that’s just beginning at age 65 – and one that requires a whole new approach to planning your retirement finances and lifestyle. Join as we share key planning strategies for a successful and enjoyable retirement. 

Maximizing your after-tax retirement income

Mar 05, 2024 07:00 PM Eastern Standard Time - Mar 05, 2024 07:45 PM Eastern Standard Time
Online Event WebEx , Virtual

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspect of enjoying and making the most of this new phase of your life. However, a large portion of your major sources of retirement income may be taxed at the top marginal tax rate with no preferential tax treatment. Fortunately, there are several approaches you may want to consider to maximize your after-tax retirement income. Join us for an insightful discussion on tax-saving retirement measures.