- How to create a sound financial strategy
- The PPMP: Everything you need to know about
your pension fund
- The Quebec Pension Plan and Old Age Security
- The marginal tax rate and tax strategies
- Legal issues
- Life and health insurance: Do I really need them
and if so, how much coverage should I get?
- Savings plans and investments: RRSP or TFSA?
- Cashing out investments: RRIF and life annuities
- Personalized follow-up with your advisor to
develop a strategy tailored to your needs
Date: December 7th, 2023
Hours: 7 p.m. to 9 p.m.