Our Retirement Transition Webinar

Retirement Income Planning, Calgary

The reality is that most people will spend more time planning a 2-week vacation than planning out the rest of their lives. If you are over 55 and planning to retire within the next 2 years this webinar is for you. Whether you already have an advisor or are attempting to manage everything yourself, you will benefit from gaining a proper perspective on what you need to do to get ready for retirement.

When you think about retirement:

  • Are you prepared financially, emotionally, and psychologically?
  • Is your total financial house organized?
  • Do you know there is a proper order for drawing income?
  • How much income can you spend each month without the risk of running out later?
  • Or, not spending enough and having too much left for someone else to enjoy?
  • With the talk of recession, high inflation, and market volatility, should you be delaying retirement?

You may not have answers to all of the above questions, but allow us to offer 6 steps you can start on now to prepare yourself to retire within the next 2 years. Step number 1 is to attend our webinar and educate yourself as we discuss the important aspects of transitioning into retirement.

The other 5 steps relate to:

Income planning

Investment Planning

Tax Planning

Insurance and Risk Planning

Estate Considerations

This webinar is designed for clients over 55 and within 2 years of their retirement date.

Tuesday, December 13 @ 6:30 - 8:00 pm

Register Here

The service we offer is fee-only retirement income, investment, and tax planning. We are not pushing any products or investments. 

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Latest Testimonial

I contacted Langford Financial to see if they could help me with specific questions on retirement & estate planning, efficient tax strategies, CPP and OAS benefits, and income drawdown strategies. I was very nervous at first about whether they would be a good fit for my needs, but my concerns were quickly put to rest and Willis and his team made me feel at ease right from the very first meeting.

They are very easy to work with, are very knowledgeable and resourceful, are able to break down complex matters into an easy-to-understand manner, and are always quick to respond to any questions. They reviewed my situation and were able to tailor a plan to fit my specific needs, to my complete satisfaction.

The plan included amongst other things, the best way to utilize efficient income tax strategies. helped me to understand the correct drawdown of assets which would result in larger savings, and provided guidance on insurance products and efficient estate planning.

As a result, I have a much clearer picture of my financial situation now and feel very confident and satisfied with the plan that they have proposed for me, going forward. What I appreciated the most about Willis and his team was that, in addition to their friendly, personable and professional approach, at no time was there ever any pressure to purchase any products.

I am very happy with the service I received from Willis and his team and would recommend Langford Financial to anyone looking for advice on their retirement planning needs. You will not be disappointed!

Naila Jinnah

Naila Jinnah
Fee-Only Planning Client

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