Retirement Income Planning Workshop
Wednesday September 9, 2020 at 7:30PM
Virtual Event on Zoom
About the event
A Proven Approach
Join us for an insightful and complimentary online presentation where you will discover:
- How much could you draw from your savings & pensions each year and not be worried about running out of money;
- How to maximize your Retirement Paycheque;
- CPP & OAS, how much can you expect to receive & should you take early, at age 65 or defer to later... some surprising answers;
- The 3 key retirement risks you need to know and address;
- How to position your portfolio to take advantage of market opportunities & manage risk;
- The crucial role Monte Carlo probability analysis plays in Retirement Income Planning;
- How to integrate annuities into your retirement income plan and generate a guaranteed lifetime income.
Why Us?
Our team is comprised of people with different kinds of finance, tax and legal experience from various professional fields, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Avrum Liederman, CFP, RRC
Avrum's Bio
Catalin Zetu, MBA, CFP
Catalin's Bio
Valerie Yip, BMos
Valerie's Bio
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