Your Retirement: Financial Planning, Retirement Planning, Life Planning! ….are you prepared?

HR Services is excited to invite you to attend Pre-Retirement Workshops to visualize, map out, and create your own unique life planning blueprint!

Workshop Dates:

1. May 1, 2014 – 9 a.m. - 11:30 a.m.         Financial Planning
2. May 1, 2014 – 1 p.m. – 3:30 p.m.          Financial Planning

• May 2, 2014 – 9 a.m. – 11:30 a.m.        Estate Planning

Location: Guelph/Humber GH117

R.S.V.P. by April 28, 2014

Event Details:

Please note: This session is offered twice, you can register for either Session A or B.

Financial Planning

• Investigate the potential challenges and opportunities in retirement
• Determine how much money you’ll need to retire
• Understand and make the most of pension & government income security programs
• Develop and manage investment strategies using several tax-effective and income-splitting techniques
• Learn how to reduce your taxes – before and after retirement
• Learn how to create a balanced retirement lifestyleHeart – Body – Mind – Soul

Estate Planning

• What is a Will
• Parts of a Will
• Rules of Intestate Succession
• Certificates of Appointments
• What is a Power of Attorney
• Important facts about POA
• Interactive seminar with opportunity to ask a lawyer your specific questions

Please register today to reserve your seat by responding to Sherry.Fast@humber.ca  confirming your availability to attend a session(s)

Support Staff need approval from their Manager to attend – please click here for approval form which needs to be completed and returned to Sherry Fast, HR Services.

Looking forward to seeing you,

Sylvana Galati
Pension Analyst