Seminar: Rudiments of Retirement Readiness

Seminar: Rudiments of Retirement Readiness

Tuesday, November 6, 2018 -
18:30 to 20:00

Come join us for an engaging seminar on the Rudiments of Retirement Readiness. 

Retirement is about more than just money. Still, money is at the centre of determining when it's possible to retire, and what's possible when you get there.

We'll help you ask and answer key questions:
° What does today's retirement look like?
° How do you save within your means?
° Do you understand your tax position?
° What can you expect from public pensions?
° How do you build your private savings?
° Where does your home fit in?

Date: November 6, 2018

Welcome: 6:30

Seminar: 7:00 to 8:00

Location Meridian Community Centre

Hosted by your Meridian Fonthill branch, and Senior Wealth Advisor Nancie Taylor & Cindy Harvey-Zanuttini

Limited space available. Please call to reserve a seat RSVP: 905 892-2628 ext 8217 or nancy.cornish@meridiancu.ca

Light refreshments will be served.

Guest Speaker: Doug Carroll BBA JD LLM(Tax) TEP CFP Doug is the Meridian Practice Lead for tax, estate and financial planning. He previously ran an estate planning law practice, and was a consultant with a life insurer and a mutual fund provider. Doug has spoken on hundeds of seminars and conferences, and writes and has been quoted in Advisor.ca, Advisor's Edge Reports, Invstment & Insurance Journal, Investment Executive, Advocis Forum, Globe & Mail, National Post and Global Television - and people still say he "actually speaks English when he speaks law.”