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Pension Essentials | Information Evening

Philip Herner - Assante Capital Managment Ltd.

Thursday, 4 May 2017 from 5:30 PM to 7:00 PM (CDT)

Pension Essentials | Information Evening

Ticket Information

Type End Quantity
RSVP
General Admission, light refreshments included
14 May 2017 Free  

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Event Details

The Philip Herner Advisory Group presents
Pension Essentials
a retirement planning and information evening event.



This event is beiing offered to the public and at no cost. Seating is limited (16 available).

This is an educational opportunity not to be missed.

Retirement income planning calls for a customized approach. Designed to help others become more informed about planning and understanding the options for reaching their financial retirement goals this session will address various important retirement questions and topics including:

- What you need to know about the various types of pensions
- Key factors and options available when leaving an employer pre-retirement
- Pension options at retirement

Specific topics and questions to be covered include:

- Generating a guaranteed income stream
- Defined Benefit Plans, what are they and how do they work
- Defined Contribution Plans, what are they and how do they work
- Pension Splitting
- Ancillary benefits
- Does your pension have an early retirement benefit?
- What if the plan is running a deficit?
- Are there any retiree healthcare benefits?
- Q&A

* Light food and refreshments to be provided by Chew Catering Winnipeg

LOCATION: Assante Wealth Management Large Boardroom, 1345 Taylor Ave, Winnipeg MB, R3M 3Y9


Thursday, May 4th

 

Doors Open: 5:00pm

Presentation: 5:30pm

 

Feel free to invite friends and family members so that all concerned can hear the valuable information that will be presented.

Please RSVP by clicking on the link provided or by contacting Phil by email at pherner@assante.com or phone at 204-977-8070 by April 30th, as seating is limited.

See you on May 4th!


Have questions about Pension Essentials | Information Evening? Contact Philip Herner - Assante Capital Managment Ltd.

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When & Where


Assante Wealth Management Winnipeg
1345 Taylor Ave
Winnipeg, MB R3M 3Y9
Canada

Thursday, 4 May 2017 from 5:30 PM to 7:00 PM (CDT)


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Organizer

Philip Herner - Assante Capital Managment Ltd.

ABOUT PHIL

Phil provides financial advice to hard working professionals, business owners, and families in southern Manitoba.

Phil is a long-time entrepreneur and business professional turned capital financial advisor. As an entrepreneur Phil built businesses aimed at the ever-growing organic nutritional market. As a capital financial advisor I’m focused on building and protecting my client’s hard earned money.

Mission Statement

To partner with Manitoba professionals and families to implement best practice, customized financial strategies with the goal of achieving financial success for current and future generations.

Affiliations & Expertise

  • LLQP
  • Canadian Investment Fund Course
  • Member – We Believe in Winnipeg Toastmasters
  • University of Manitoba graduate – B.Sc.
  • Canadian Securities Course

Values

My financial advisory practice is built on honesty, integrity, and transparency. I believe that the very best way to get what you want out of life is to dedicate yourself to helping others get what they want; therefore, everything I do in my practice is with the intention of moving my clients towards their goals and success.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada..

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Pension Essentials | Information Evening
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