As you enter or settle into retirement, what does your portfolio and overall wealth plan look like, now that you are no longer accumulating assets? Whether it’s been two years or ten since retirement, it’s time to review your “retirement checklist” and see if anything needs adjusting. As we all know, retirement is not static. Join the discussion with on topics you may not have considered with Janice Domaratzki and Andras Birkus, Investment Advisors and Portfolio Managers at RBC Dominion Securities as they discuss the checklist they review with their clients during retirement, to ensure their long term success and well-being.

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.

Note: This will be the first of 2 RBC webinars presented on the morning of November 15. This is the “Fundamentals” presentation. To register for the “Advanced” presentation please click here.

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.

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 info@nafrottawa.com or call 613-737-2199.