If DIY is something you enjoy, congratulations. We hope 2022 was uneventful. Is working with a professional something to consider, or should you evaluate the Advisor you are working with now? We all know the emotions that can be associated with money. This webinar will look at the process that we all go through, from investing , to financial planning to tax strategies and estate planning. Join us for a conversation on the different options available to you, and how you see that evolving, as you age.

A Q&A will follow the webinar, along with the opportunity for a more in-depth portfolio discussion, at a later date, for interested NAFR members.

The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation bilingue est toujours encouragée.

Stay in touch! If you are not yet a member and would like to receive information on the National Association of Federal Retirees, join the mailing list by clicking here.

Note: you must be an Association member or guest of a member and registered in order to participate in this event.  To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.

Disclaimers:

Please note that this webinar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register.

Ottawa Branch does not select or recommend any specific investment products or companies, including the webinar presenters listed above.

The Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position or an issue, product or service, as being suitable for individual members, but brings them to the members’ attention so that they can make up their own minds.

If you have any difficulties registering electronically, please email the Ottawa Branch at [email protected] or call 613-737-2199.