Financial security planning for retirement for everyone

Duration : 2 hours

Savings and investments

Content overview

Dreaming of a relaxing retirement but unsure about where to begin? This webinar was created with you in mind! From building a sound financial strategy to budget management to maximizing your savings plans and investments with RRSPs and/or TFSAs, we’ll walk you through all the ins and outs of government pension plans.

  • How to create a sound financial strategy
  • Budget aspects
  • The Quebec Pension Plan and Old Age Security
  • The marginal tax rate and tax strategies
  • Legal issues
  • Life and health insurance: Do I really need them and if so, how much coverage should I get?
  • Savings plans and investments: RRSP or TFSA?
  • Investment disbursement: RRIF and life annuities
  • Personalized follow-up with your advisor to develop a strategy tailored to your needs.

Click a date to sign up!

Français

English