What You Need To Know & Do
As You Transition Into Retirement Workshop
Are you age 55+ and want to retire within the next 2 years?
If yes, this workshop is for you.
> We'll cover the most common mistakes we see retirees making and how to avoid them
> Navigating The Complex World of Retirement Income Planning
> Income Strategies for Retirement
> Converting Retirement savings into income streams
> The role of annuities and the different types you can use for guaranteed income
> An overview of government benefits and the best time to take them
> The importance of taking income in the right order
> A market update from one of our portfolio managers
> GICs and high-interest savings accounts
> Cash Wedge Strategy
Register Now For October 3 from 1-3:00 pm
Seating is limited to 12 attendees
This workshop will be held on:
October 3 at 1:00-3:00 pm
Our Office Location: 700 2nd Street SW, Floor 19 (WeWork)
There is no cost to attend, but you must register!
Willis and Nancy Langford own and operate Langford Financial Inc, which is a boutique firm providing fee-only retirement income, investment, and tax planning advice for clients 55+. We specialize in creating plans for a systematic drawdown of retirement assets in the most tax-efficient manner to ensure our clients spend the right amount of money each year without the worry of running out or donating too much money to CRA.
