PEPP - PREPARE 2 - The Money And Beyond (virtual)
Description
If you are late in your career, this workshop is the one for you. In this webinar, you will focus on the retirement process.
Module 2 – The money and beyond
This session will provide you with information on tax planning considerations and ask you to reflect on other aspects of your financial picture. Topics will include wills and estates, powers of attorney and other topics to help get your financial house in order.
Sessions are facilitated by our Retirement Information Consultants who are CERTIFIED FINANCIAL PLANNER® or QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals.
As a PEPP member, you and a guest are welcome to attend any of the workshops in the Your Path to Retirement series. It’s easy to register! Just find the workshop you are interested in and complete the online registration form.
To attend a workshop, you must obtain approval from your employer. You are responsible for your accommodations, transportation or meals, if applicable.
If you require more information, please contact one of our consultants at 306-787-3170 or ric@plannera.ca.