Welcome to the Pension Workshop Seminar! Join Bruce Youngblud, a Certified Financial Planner, for an informative session on planning for your retirement.
This is one of the most important decisions you will ever make in life. You worked hard for your pension. Everyone’s needs are unique; you do have options!
What’s covered in our workshop session:
- The Copycat annuity that moves your Pension out of your employer into a Canadian Insurer
- Why the current historic low bond rate makes this the best time to retire
- How to potentially receive bonus surplus cash on top of your pension
- Your commuted value of your Pension which moves the capital into your hands
- Create a Legacy for your kids by using a sliver of your Pension income
- Why tax planning is important for a happy retirement
What to expect:
✓ Hear pension and retirement strategies from a Certified Financial Planner
✓ Assess your commuted value and copycat annuity options
✓ Have your pension and retirement questions answered
The event will be held at The Royal Windsor Pub & Eatery, so come ready to learn, ask questions, and enjoy a great atmosphere. Don't miss out on this opportunity to secure your financial future!
