In the current situation, you may be dealing with more financial stress than ever. Whether you are in the younger age bracket starting on your financial path, or a more mature member planning for retirement, you can take control of your financial future by improving your financial literacy. In this round table, I will offer some secrets from Canada’s richest 1% on growing wealth and preparing for retirement. Bring your questions and worries to the session and find some solutions to protecting your hard-earned cash.
Possible discussion topics
What impact has Covid-19 had on your savings and investments? On your confidence regarding your financial freedom?
How do you manage your income and expenses? Will that change in retirement?
What are the rules around CPP and OAS, and what mistakes should I avoid?
How do you currently manage your investments and how might that change in retirement?
How do you protect yourself from loss of spending power due to inflation and/or taxation?
How does one make a retirement plan?
What is the role of real estate in your retirement plan?
A seasoned educator and entrepreneur, Marylou Heenan founded, expanded and sold two language schools in the Toronto area before transitioning in 2013 to become a Financial Advisor at Assante Capital Management Ltd. She holds designations as a Certified Cash Flow Specialist and a Registered Retirement Consultant. Her personal knowledge of the challenges faced by entrepreneurs and her passion for financial education make her an experienced and empathetic educator, financial coach and advisor. See more at www.marylouheenan.com and www.yourmoneyforlife.caRegister Now
Photographs taken at this public event will be used in CAWEE and partner organization print and online publications.