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Understanding, Calculating & Investing for Retirement

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Event description
Are you interested in learning about investing but don't know where to start? Ask questions and learn more from a Financial Advisor!

About this Event

Thursday, October 22nd, 2020 at 10am:

Part 1: Retirement Has Changed - What's Your Next Move?

A seminar to show those 5-15 years from retirement how to take inventory on how much you will need during retirement.

Thursday, October 29th, 2020 at 10am:

Part 2: Rules of the Road

The Rules of the Road is a program that provides participants with 10 principles for sound investing and discusses how to identify and avoid the most common investment mistakes.

Thursday, November 5th, 2020 at 10am:

Part 3: Government Benefits and how They fit With Your Pension

Understanding CPP, OAS and GIS can be confusing. Bring your questions. Also, if you can call the CPP hotline and find out your CPP and OAS qualification amount, that would be a great way to begin your education.

Facilitator Bio:

Jacqueline Thompson, CFP has been a Financial Advisor for 12 years specializing in helping individuals and families reach their goals and become a trusted partner in making the important decisions in their life.


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