Navigating the Retirement Roadmap
Tuesday, May 13th, 2025
12:30 p.m. – 1:30 p.m.
Navigating the Retirement Roadmap: A fulfilling retirement means choice, and that involves being financially secure enough to play, work or learn as you see fit. The presentation examines the importance of lifestyle planning before touching on the “ins and outs” of the Canada/Quebec Pension Plan and Old Age Security, as well as other sources of retirement income. The second half of the presentation looks at the importance of planning against the five key risks to retirement (longevity, withdrawal rates, asset allocation, health care and inflation). - Audience, Investors and Newer Advisors
