Calendar of Events

Joyful Retirement Introduction – for you!

Did you know there is a magic number Canadians think they’ll need to save for retirement?

But up to 90% don’t have a formal plan to get there.

The lucky ones who do have a plan are not entirely sure they have the best plan of action and still have questions. Traditional advice is to work longer, save more, and scale down your lifestyle expectations. But it fails to recognize that one person’s “amazing retirement” vision will not be the same as someone else’s. You need to define what ‘OK’ looks like for you.

This webinar is an introduction to what really matters, a joyful retirement. It’s less about how much you’ve saved, but how your savings line up (or don’t line up) with your lifestyle goals that really matters.

WALK AWAY WITH:

• You’ll know how much you need
• You’ll know how long your money must last
• You’ll know the common mistakes people make with government benefits
• You’ll understand RRSPs, RRIFs and TFSAs
• You’ll know a tax friendly way to withdraw your retirement income

The material is relevant to those planning their retirement, close to retirement or already retired. It answers questions for people who want to plan for a Joyful Retirement.

Marylou Heenan is a Speaker and Financial Educator in Toronto. She is passionate about improving Canadians’ financial literacy with a special focus on how to successfully transition into a joyful retirement and protect their hard-earned savings. Retirement cash flow management and tax minimization strategies are her specialty. Marylou helps people gather all the information they need to make the successful transition to retirement.

This ONLINE event is FREE.  Learn more and register here.