Retirement Planning Seminar

DAY

MONTH

TIME

NO CHARGE TO ATTEND!

[VENUE NAME]

[ADDRESS]

[ROOM]

Seating is limited, so sign up today!

Attend this seminar and learn about:

 

Have you saved enough for retirement? 

 

This workshop will cover different ways your Canada Pension Plan and Old Age Security can be claimed, how survivor benefits work, how to potentially increase and/or recapture your benefits, the basics of The Income Tax Act, and more. Understanding your options and discovering new strategies will help you protect yourself against hidden risks. 

You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you’re entitled to – and when you can start receiving them.

Join us at [VENUE] on [DAY of WEEK], [MONTH DATE] from [TIME]  for this educational seminar. There is no charge to attend.

Our goal is to teach you how to plan, and how to set yourself up for success -- so you can optimize your retirement income.

Topics to be covered:

  • What government pensions are you eligible for?

  • How much will I receive and when?

  • How registered, non-registered, and TFSA income affect government benefits. 

  • Basics of the Income Tax Act and tax levels

  • Preparing for retirement to maximize benefit income

 

© 2020 Retirement Helper 

RETIREMENT HELPER IS NOT ASSOCIATED WITH  ANY GOVERNMENT AGENCY.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760 or e-mail us at info@retirementhelper.ca
  We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This is an informational presentation. No investments will be promoted. However, the Advisor presenting may invite you to a follow-up 
consultation where financial products may be presented or offered, see our FAQ for more information. 

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