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FREE Retirement Planning Webinars with Aviso Wealth Inc.
Are you ready to take the first step towards achieving your dream retirement? We know that planning for retirement can feel overwhelming, but it doesn’t have to be!
Join us for a three-part webinar series with our partners, Aviso Wealth Inc., that will empower you with the knowledge and tools you need to create a retirement that’s as vibrant and fulfilling as you’ve always imagined.
Whether you're just starting to save or are nearing retirement age, these webinars are designed to provide valuable insights and actionable steps to help you achieve your retirement goals.
So don’t wait – register today!
From present-you to future-you
Retirement Readiness with RRSP’s
Tuesday November 21, 2023 | 12 p.m. CST
One of the most challenging steps in saving for retirement is the FIRST STEP of getting started. In this session, we’ll look at aging, extended life expectancies and the nature of today’s retirement. We’ll then turn to the benefit of early saving habits and how the tax system rewards those efforts.
Who is it for?
Everyone of all ages who have unused RRSP contribution room. You may be within a decade of planned/expected retirement, or you may be 2-3 years into retirement and want to review your progress.
Age = retirement?
Not the leisure world of old
Saving and living within means
Making RRSP’s work in your favor
How much can I put in a RRSP?
RRSP versus/and TFSA
Principled tax-sheltered savings
TFSA / RRSP Coordination
Tuesday January 23, 2024 | 12 p.m. CST
Since its introduction in 2009, the TFSA has proven itself a powerful tool for bettering our financial lives. However, when it comes to retirement savings, the RRSP should be the default choice for most of us. Even so, the two plans can be complimentary, both before and during retirement.
Who is it for?
This webinar may be of interest to anyone who is wondering how to compare and coordinate these two principal tax-sheltering plans to achieve their goals: the TFSA & RRSP.
Know your "why’ to decide your "where"
Time shift – Tax shift
Tax-free savings account
How much can I put in?
Ticket to R.I.D.E
Tuesday February 20, 2024 | 12 p.m. CST
A critical point in retirement planning is switching modes from building savings to drawing from them. We’ll review five categories of wealth savings and the range of individual sources within each, then look at prioritizing the drawdown order among them, driven by lifestyle intentions.
Who is it for?
Anyone, and everyone is welcome to join this webinar however it might be best for you if: your approaching retirement and facing decisions about when to begin public pensions, and how to coordinate the drawdown of income across personal savings sources.
The elephant in the room
Future financial foundation
Pensions, commuting, locking-in
Drawing down RRSP savings
Sharing the wealth
Allocating your wealth
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Guided Portfolios, Qtrade Advisor and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.