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“Engineering your Retirement – It’s all about Planning”

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Canlan Ice Sports Oshawa

1401 Phillip Murray Avenue

Oshawa, ON L1J 8C4

Canada

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The PEO Lake Ontario Chapter and Mr. Albert Jakubowski P.Eng are pleased to present Mr. Jim Loveys CLU® CFP® EPC for an interactive evening titled “Engineering your Retirement – It’s all about Planning”

You’re thinking about retiring. You might have a pension plan or an accumulated a nest egg. Maybe you’re a business owner wondering how to convert your business assets into retirement income? Are taxes going to be a concern? What will retirement look like? How long does your money have to last? Are you concerned about outliving your money?

Whether you want to retire this year or in 10 years, you have questions! So, come out to Canlan Ice Sports for an open forum on Retirement Planning. This is your opportunity to ask questions, meet and network with some of your fellow Lake Ontario members and pick up strategies and ideas for your financial success. The event is expected to be 1 hour in length with a general Q&A session to follow.

Your presenters for this evening are:

Jim Loveys CLU® CFP® EPC

Mr. Loveys has over 20 years of experience in the financial planning field, in some cases dealing with the third generation of his client families. He holds two of the foremost financial planning designations in Canada, Chartered Life Underwriter and Certified Financial Planner, as well as the Elder Planning Counselor designation. As a professional financial advisor, Mr. Loveys enjoys bringing order to his clients’ financial lives, by translating their opportunities, goals and concerns into an ongoing, dynamic and understandable plan.

And:

Albert Jakubowski P.Eng

Mr. Jakubowski is a graduate of the University of Western Ontario with a Bachelor of Engineering Science degree. His career includes over 23 years in operations, maintenance and project management rolls in an industrial environment. Now, as a consultant with Investors Group Financial Services, he is focused on creating solid financial plans for his clients and then providing the discipline and guidance for them to progress towards achieving their financial goals.

Albert and Jim look forward to finding out what is important to you as well as sharing some concepts and ideas to assist you in making sound financial decisions to build, protect and preserve your wealth.

We want to make this as interesting and useful to you as possible. Should you have specific questions or areas of interest in mind, you can help us to prepare and make the best use of your time by forwarding them to: albert@peolakeontario.ca with the title “Retirement Seminar Topics”. Thanks…

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Date and Time

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Canlan Ice Sports Oshawa

1401 Phillip Murray Avenue

Oshawa, ON L1J 8C4

Canada

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