Live Virtual Seminar
HOSTED ON MS Teams
Master your Retirement: Financial Freedom for Today’s Changing World
FREE WEBINAR
for Ontario residents
Dec. 6 | Dec. 7
2-3pm | 7-8pm
There is no charge to attend
LIMITED SPACES!
Pick the day and time that suits you best
Tues, Dec 6th
2-3pm
❌ SESSION FULL
Wed, Dec 7th
7-8pm
⚠ Almost full!
This event is most beneficial to those with $250,000 or more in investable assets.
What you’ll learn in this live workshop
2022 has motivated many Canadians to rethink if they are going to be able to sustain their lifestyle through their lifetime. While there was no way to predict a global pandemic, Russia’s invasion of Ukraine, soaring inflation rates and interest rates that lead to where we are today, we now have to deal with the very real consequences it has on our retirement plan.
But… there are things you can do to make sure that you not only survive but thrive in retirement.
In this workshop, we’ll discuss the importance of managing your plan through market volatility, how to identify sources of income to reach your retirement goals, and answer the most frequently asked questions on taxes, investment considerations and new trends Canadians are thinking about retirement.
We are here to educate and will help you answer the following questions:
- Will I outlive my money… or will my money outlive me?
- How do I build an investment portfolio that will protect me against downside risk while keeping up with inflation?
- What are the key risks I should be aware of during retirement?
- What is the best way to lower my taxes in retirement?
- What should I be doing NOW to protect my legacy?
A live Q&A will follow. Please bring your thoughts and questions on anything you’ve wanted answered by the experts about money and retirement.
“Thank you so much for this amazing workshop.
It feels so great having an actual plan I can implement and not just a bunch of bar graphs and pie charts!”
– Michelle R., Toronto, Ontario
How It Works
Pick the day and time that suits you best
There is no charge to attend
LIMITED SPACES!
This workshop is presented by a trusted, licensed, accredited professional specializing in working with clients just like you.
Why attend this workshop?
You’ve worked hard, saving for your retirement for decades. It’s time to retire comfortably!
Most of our attendees are approaching their retirement or recently retired and have questions about their savings and how to best protect themselves. Many are concerned about taxes becoming their #1 expense. And others simply want to feel confident that they have enough money to achieve all their retirement goals.
If you have similar questions and concerns, this free, live workshop is for you.
You’ll learn how to plan for retirement, what you need to know about minimizing your taxes, and how to set yourself up for a comfortable retirement.
Frequently Asked Questions
Who are the workshops and seminars for?
We have a wide range of workshops and seminars that we offer that range from topics such as building your wealth to living your best life in retirement. All of our professional speakers are experts in their respective subject matter as it relates to financial planning in Canada.
Are you affiliated with the CRA or any other government agency?
No, we are not affiliated with the CRA or any other government entities.
Is there a fee to attend a workshop?
There is NO FEE. All of our workshops and seminars are completely free of charge!
What does the presenter get out of this?
Our seminars are focused around community education. That’s why we look for experts who share our passion for providing valuable and helpful information first. Often, however, we find that there are participants who may need more customized, one-on-one assistance.
If you are interested in working directly with the professional, you are absolutely welcome to do so. This allows the presenter to potentially grow their practice, all while educating the community.
This said, your attendance to any of our workshops or seminars in no way obligates you to engage the presenter in any service.
Who are the presenters?
Financial planning best practices vary from region to region. That’s why we find LOCALLY licensed experts and professionals to run our workshops and seminars. Many of our presenters provide different expertise and come from a range of financial backgrounds like: Accountants, Wealth Planners, Financial Advisors and other experts in the financial sector.
Are there any obligations or commitments required?
Our workshops and seminars are educational. That is their primary purpose.
There is no obligation to work with your presenter in anyway.
While the presenter may provide information about which institution they are licensed with and/or handout brochures for services they offer, there is no obligation to engage with any presenter regarding their services during or after the seminar.
In fact, one of the most comments we most frequently hear from workshop attendees is how nice it is to receive valuable information without being ‘sold’ something.
Learn how to build your wealth, so you can retire comfortably. Join our free workshop!
Wealth Institute of Canada is an resource dedicated to providing educational resource that help Canadians build wealth and retire comfortably.
For any questions or inquiries, please contact us at info@wealthinstitute.ca