Candace Erlenbach

Stephanie Ogilvie

Shannon Gervais

Joyce Tanguay 

Plan Smart. Retire Well

Join us for a practical and empowering seminar designed to help you simplify life, protect your future, and make your money work smarter.

Wellings of Calgary

<h2>Join Us for Plan Smart. Retire Well!</h2> What You Need to Know About Financial Planning, Downsizing &amp; Retirement in Alberta 55+ Featuring a guest speaker who will focus on all things- Decluttering!Joyce helps clients navigate downsizing, organizing, and major life transitions with practical guidance and compassionate support.This in-person event is designed for individuals and families who want to approach retirement with clarity, confidence, and a solid plan. We’ll walk through the key financial and lifestyle decisions that come with aging, downsizing, and planning for the years ahead—whether for yourself or for aging parents.Learn how to make your money work smarter today so you can retire on your timeline, not someone else's. We'll discuss strategies to support aging parents and how to plan financially for yours and their future.Attendees will also gain insight into choosing the right retirement living option—whether you’re highly active and social, looking for a low-maintenance lifestyle, or anticipating the need for hands-on care. The goal is to help you align your finances, housing choices, and lifestyle so your next chapter supports the life you actually want to live. We will share our expetise with you for about 60 minutes, and the remaing time will be followed by a casual atmostphere to have your questions answered.

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Plan Smart. Retire Well

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Plan Smart. Retire Well

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