Sherry Fast
Email: sherry.fast@humber.ca
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:
- May 1, 2014 – 9 a.m. - 11:30 a.m. Financial Planning
- 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