What You Need To Know & Do As You Transition Into Retirement Workshop

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Retirement Income Planning, Calgary

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.


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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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