Lunch Sponsored by:

I Wish I knew that BEFORE I Retired!

Retirement Strategies: Where to Start

Municipal Building
Atrium Room (6th Floor)
Tuesday, November 26, 2019
11:30am - 1:00pm
Cost: Free to APTEA Members
Lunch will be provided.
Elliot Lukacik, District Sales Leader, Retail Banking |  Legacy Financial
A hot lunch for attendees is being made possible as a result of
the generosity of Legacy Financial.

Presentation Overview

We will discuss some common retirement statistics in Canada and historical trends. What does retirement look like in 2020 and beyond?
The presentation format is based on a series of frequently asked questions Elliot and his team have received over their experience.
  1. Misconceptions around retirement and how much it costs. What does a comfortable retirement look like and how do I plan for that?
  2. Life expectancy; how does that affect my nest egg?
  3. Spending trends during retirement.
  4. Common mistakes made with regards to investments, goals and expectations.

The aim during this presentation is to burn off the fog of confusion around retirement, where to start and how to stay on track. 

There is no fee to attend; however, please register to attend.
This will assist us to have enough food for all attendees.