Are you getting close to retirement? The choices you make now can impact your future income and ultimately, the viability of your long-term financial plan. Our workshop will provide you important information to consider today to help improve your plan for tomorrow.
At this workshop:
- Understand the steps you can take that may provide you your desired lifestyle in retirement
- Understand how your strengths, values and passion will be the foundation of your retirement years
- Understand the transition ahead to your health benefits, taxes and government benefits
- Discover how the market can determine when you should retire
- Learn how semi-retiring can impact you financially
This event took place at the Thornhill Country Club on Mon. Jan. 18 between 12:00pm – 1:00pm. Lunch was provided by The McClelland Financial Group.
ABOUT OUR SPEAKER
 | Michael Connon, B.Sc, CFP Senior Financial Planning Advisor, Assante Capital Management Ltd. Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble, etc. Michael has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation and is a Senior Financial Advisor and Branch Manager of Assante Capital Management Ltd. CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income. | |
Our educational workshops help our clients and guests learn about the latest tips, trends, and best practices in the field of wealth management. Our workshops are a time to relax, enjoy a good meal with like-minded individuals, and learn about investment topics you want more information on. Our workshops are tailored to our clients’ requests and pertain not only to wealth management, but also anything from learning about how to write memoirs, preparing and drawing an air-tight will, estate planning, dividing assets after divorce, rookie investor mistakes, taxes, and more. Everything you need or want to know to make your lives more comfortable.
