Are you aged 20-40? Get started with your retirement plan and secure your financial future with advice from a Certified Financial Planner®. Join in person or on Zoom.

July 15 session: Starting a Retirement Plan - Young Adults and Families

This presentation demonstrates a professionally created financial plan for young adults and families who are typically between 25 to 40 years old. Balancing financial priorities can be a challenge, saving for the future while getting our needs met today. This presentation shares why it's so important to put a financial plan in place to have financial security in the future.

Here's an overview of some key concepts that will be discussed:

• Basic and Advanced RRSP and TFSA considerations
• Strategies to minimize tax as you save
• Beneficiaries and successor owners
• Insurance basics to protecting financial goals

Demonstration:

• 30-minute professional financial plan demonstration
• Artificial Intelligence (AI) providing strategic advice
• Comprehensive financial analysis and projecting your financial plan into retirement

Presented by Paul Peios, CFP®, CIM®, DFSA™, CEA®, CERTIFIED FINANCIAL PLANNER®, IG WEALTH MANAGEMENT.