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Estate Planning Council of CANADA

Charting a Path to Minimize Potential Retirement Risks - using appropriate retirement planning tools, flexibility and cashflow

  • December 07, 2023
  • 2:00 PM - 3:00 PM (EST)
  • Virtual



When You Don't Have a Defined Pension - Retirement Planning Options

Join Alex and Michelle as they identify the key aspects in planning, transitioning, and living in retirement, and which will encourage your clients to think beyond their pension plans and/or RRSPs.

This presentation will:

Identify Common Retirement Risks or Challenges Retirees Face:  Longevity is not the only one.

Address Required Planning for Client Retirement Needs and Goals: What is their retirement plan trying to achieve?

Highlight Adaptive Strategies and the Need for Flexibility: Gain insights into building a resilient retirement plan that can weather storms.

Focus on Maximizing a Client’s Retirement Happiness: Incorporating flexibility, adaptability and “what-if’s” will enhance a client’s retirement experience.

Don’t miss this lively discussion on key planning aspects you and your clients should be contemplating as they consider or approach retirement.

Michelle Connolly, CPA, CA, TEP, FEA, CFP® 

Alex Spence, PFP - Wellington-Altus Private Wealth


Registration $30

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

About EPCC

We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.

We link and support Estate Planners across Canada and represent a global community online.

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