Finical Planning After Retirement | Retirement Community Events
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MAY 28

Finical Planning After Retirement

Sifton - The Erinview View Profile

There is more to financial planning than just money. Come and join us for an informative seminar with Guest speaker Karen Baker from FaithLife Financial who will be educating us on the things we need to know about planning for the future after we have retired. Topics include:

• organizing a just in case file for medical emergencies and/or death,
• leaving a legacy and planned giving,
• tapping into your cash flow without going into debt:
• interviewing your heirs before assigning them to be your POA/Executor;
• decluttering and keeping simplified documentation for record keeping
• and of course, preparing for life’s final stage.

When you are making a financial plan you will have to think about your long-term needs and about the kinds of things that might happen to you in the future. Light Lunch will be provided. Please RSVP by May 24th, space is limited

Event details
May 28, 2019 - November 30, -0001
2132 Dundas Street West
Mississauga, Ontario, L5K 2K7

Sifton - The Erinview
Located in the heart of Mississauga, The Erinview offers an atmosphere of worry-free, comfortable living with personalized support in the presence of good friends. View Profile

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