Here are the direct benefits for a pre-retiree to commit to attending a pre-retirement financial workshop:
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Personalized Roadmap: Gain clarity on their specific financial picture and create a tailored plan for their retirement.
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Optimized Income: Learn strategies to maximize and draw income tax-efficiently from their CPP, OAS, pensions, RRSPs, TFSAs, and other investments.
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Budgeting Confidence: Develop a realistic and sustainable retirement budget based on their desired lifestyle, addressing potential new expenses.
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Debt Reduction Plan: Acquire actionable steps to eliminate or significantly reduce their personal debt before retirement.
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Risk Mitigation: Understand and plan for potential financial risks specific to retirement, such as inflation, market downturns, and increasing healthcare costs.
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Estate & Legacy Clarity: Get a head start on understanding and organizing their Wills, Powers of Attorney, and beneficiary designations for smoother wealth transfer.
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Avoid Costly Mistakes: Learn from common pitfalls and best practices to prevent errors in financial decisions that could impact their retirement security.
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Reduced Stress & Anxiety: Gain confidence and peace of mind by proactively addressing financial uncertainties.
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Informed Decision-Making: Acquire the knowledge to make smart choices about their unique pension options, investment strategies, and lifestyle adjustments.
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Actionable Steps: Walk away with concrete tasks and resources to implement their personalized pre-retirement plan.
Attending a pre-retirement financial workshop is crucial for individuals in the 55-64 age group because it provides a structured environment to gain comprehensive knowledge and practical strategies specific to their unique transition phase. These workshops demystify complex topics like pension options, optimizing government benefits (CPP/OAS), tax-efficient withdrawal strategies for investments (RRSPs/TFSAs), and navigating increasing healthcare costs, all while helping participants connect financial plans to their desired retirement lifestyle. By engaging with expert insights and addressing potential blind spots proactively, pre-retirees can build confidence, make informed decisions, and avoid costly mistakes, ultimately securing a more stable and fulfilling retirement.
Benefits of allowing Mark Albert, CEA, EPC to do a Free Financial Wellness Workshop at your organization:
- Attendees learn important financial concepts that they can apply in their personal finances right away.
- Attendees have the option to receive a free comprehensive financial strategy that is confidential and customized to their unique situation helping them to get on the right financial track.
- Attendees will receive financial education that is made simple in a fun and open environment.
- Free prizes and giveaways
Financial Literacy Workshops and Financial Wellness Workshops should be perceived as a value added service from the vantage point of any organization working with Pre-Seniors.
Financial Wellness Workshops are available in the following cities:
If you would like to book Mark Albert, CEA, EPC as a Speaker, or to do a Financial Workshop or Seminar, please contact Mark at either 416-659-6655 or markalbertpfs@gmail.com.
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