Events
Free seminar: Financial security in retirement
Event date and time May 15, 2024 07:00 PM Eastern Daylight Time - May 15, 2024 08:00 PM Eastern Daylight TimeMay 15, 2024 07:00 PM Eastern Daylight Time - May 15, 2024 08:00 PM Eastern Daylight Time
Event location 250 Queens Avenue , London, ON250 Queens Avenue , London, ON
When: 7 - 8 PM, Wednesday, May 15, 2024
Where: Canada Life, 250 Queens Avenue, London, Ontario, room to be confirmed
What excites you most about your retirement? When is it going to happen? How much will it cost? Is it realistic?
What frightens you most about retirement? Are you concerned about market and economic volatility, outliving your money or inflation and the effect it will have on your purchasing power?
You are invited to join Insurance Advisors and Investment Representatives, Brian MacKenzie, and Werner Duever for a presentation which will teach you the fundamentals of planning for a financially secure retirement.
Key Concepts will include:
- Savings strategies for retirement
- Saving concepts such as 'Paying Yourself First' or the possibility of receiving a tax deduction for the interest you pay on an investment loan
- The features and benefits of segregated fund policies and lifetime income benefit options
- How to plan for your retirement income needs
- How to determine how registered retirement savings plans (RRSPs), tax-free savings accounts (TFSAs) and other investment solutions may fit into your financial security plan
- Estate planning
There’s no obligation. Refreshments will be provided. Seating is limited.
Please RSVP by May 8, 2024
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Building Your Legacy: Mackenzie Charitable Giving Program
Event date and time Nov 23, 2023 05:00 PM Eastern Standard Time - Nov 23, 2023 06:30 PM Eastern Standard TimeNov 23, 2023 05:00 PM Eastern Standard Time - Nov 23, 2023 06:30 PM Eastern Standard Time
Event location 250 Queens Avenue , London, Ontario250 Queens Avenue , London, Ontario
Empowering Your Finances with Purpose
We invite you to join us for a free presentation on the Mackenzie Charitable Giving Program. This comprehensive presentation will examine how to incorporate charitable giving into your overall financial plan while offering immediate tax benefits.
- Your host: Werner C. Duever | Investment Representative
- Featuring guest speaker: Vivek Bansal | Director, Tax and Estate Planning - Mackenzie Investments
Attendance is complimentary. Light refreshments will be served. Kindly RSVP today!
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Building Your Legacy: Mackenzie Charitable Giving Program
Event date and time Sep 28, 2023 05:00 PM Eastern Daylight Time - Sep 28, 2023 06:30 PM Eastern Daylight TimeSep 28, 2023 05:00 PM Eastern Daylight Time - Sep 28, 2023 06:30 PM Eastern Daylight Time
Event location 250 Queens Avenue , London, Ontario250 Queens Avenue , London, Ontario
Empowering Your Finances with Purpose
We invite you to join us for a free presentation on the Mackenzie Charitable Giving Program. This comprehensive presentation will examine how to incorporate charitable giving into your overall financial plan while offering immediate tax benefits.
- Your host: Werner C. Duever | Investment Representative
- Featuring guest speaker: Vivek Bansal | Director, Tax and Estate Planning - Mackenzie Investments
Attendance is complimentary. Light refreshments will be served. Kindly RSVP today!
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.