Secure Your Retirement Workshop
Protecting Income, Building Wealth, and Making Informed Choices
Are you nearing retirement and feeling overwhelmed by the complexities of securing your financial future? Join us for a comprehensive two-hour workshop that will empower you with the knowledge and strategies needed to safeguard your income from taxation, clawbacks, and investment pitfalls while simultaneously building wealth for your retirement years.
You will learn how to:
-
Safeguard your retirement while also building essential wealth
-
Determine the required retirement savings
-
Decide the optimal time to start receiving Canada Pension Plan benefits
-
Estimate healthcare expenses during retirement
-
Understand the lifestyle your retirement savings can support
-
Choose the right investment strategy for your retirement savings
-
Explore part-time work options during retirement
-
Learn about the taxation landscape in retirement
If you are between the ages of 50-64 and you are actively formalizing your retirement plans. Whether you’re just beginning to consider your retirement options or seeking to optimize your existing plans, this workshop will equip you with the knowledge and tools to secure your financial future while building wealth for your retirement years.
Join us for an informative session filled with practical insights, expert advice, and the peace of mind that comes from making informed decisions about your retirement. Plus, it’s free to attend!
Secure your spot today!
Date: Tuesday, Sep 12, 2023 – 7PM to 9PM
Location: Assiniboine Park – Park Cafe – Tamarack Room
Free Parking in Old Zoo Parking Lot
Light refreshments will be served
Speakers
Sheldon Stier | President, Stier Financial Advisors
Sheldon Stier has been an independent financial advisor to individuals and corporations for over three decades, advising his clients through the ups and downs of the economic cycles since 1991. An advocate for sound financial advice, he is known for his ability to explain and navigate complex financial situations. Sheldon is the Chairman of the Independent Financial Brokers of Canada (ifbc.ca); the pre-eminent Canadian association for independent financial advisors in Canada. He is also the host of Your Money Radio on CJNU, a consumer-focused programme on Mondays at 12 noon: Each week, Sheldon provides impartial advice and guidance on matters relating to money and investments – sharing best practices, interviewing industry experts, and answering your questions.
Gerry Bettig | Founder and Portfolio Manager, Antares Investment Management
Gerry Bettig founded Antares Investment Management after a career in financial services that started in Germany. After several years working and travelling outside of Canada, he continued his career with a Canadian bank and then a portfolio management firm. Having spent many years overseas, Gerry takes a global view to investing and brings that knowledge and experience to the role of Portfolio Manager for the Antares Value mandate.
