Question 1

What is the refund policy?

Accepted Answer

Participants are eligible to request a refund up to 7 days before the event

Question 2

Is this course suitable for individuals in their 30s or early 40s?

Accepted Answer

Yes, it's ideal for anyone planning mid to long-term financial stability.

Question 3

Do I need prior investment experience?

Accepted Answer

No, the course is beginner-friendly and covers investment basics.

Question 4

Will this help with tax planning too?

Accepted Answer

Yes, we cover tax-efficient retirement account and strategy options.

Question 5

Is there support for creating a personal retirement plan?

Accepted Answer

Yes, you will develop one during the session with expert guidance.

Question 6

Does this course cover estate planning?

Accepted Answer

Yes, basic will, trust, and wealth transfer concepts are covered.

Question 7

Will real-world case studies be shared?

Accepted Answer

Yes, practical scenarios are included to make the content relatable.

Question 8

Can this help me prepare for early retirement?

Accepted Answer

Yes, principles shared can help accelerate your retirement timeline.

Question 9

Should I bring financial documents?

Accepted Answer

Not required, but personal figures can help with planning exercises.

Question 10

Can this course be tailored to company retirement benefits?

Accepted Answer

Yes, custom content can be designed around employee pension or 401(k) plans.

Retirement Readiness for Mid-Aged Adults: 1 Day Training in Ottawa