Retire with Success: The Millionaire Mindset & Power of Financial Planning

  • Mar. 15, 2023
  • 6:00 PM – 7:00 PM

Retire with Success: The Millionaire Mindset and the Power of Financial Planning

A NAIT Alumni Lifelong Learning Presentation

Financial planning is more than just contributing to RRSP's & TFSA's. In today's complex financial world, it is as important to strategize as it is to make the right investment decisions.

Are you close to retirement? Do you understand how RRSP, TFSA's, Pensions, OAS, and CPP all work together to provide for you in retirement? Are you concerned about your investment performance?

This session will be about building the definitive retirement plan. We will discuss investment strategy, government benefits, tax strategies and retirement planning to assist you in creating a financial plan that clearly shows how to coordinate all your financial resources to give you the confidence that your plan will provide you for the next stage of life.