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Prime Approach ~ 10 to Go! – Fredericton
November 1, 2017 - November 2, 2017
T.T.F Workshop – Fredericton
Prime Approach – 10 To Go!
This two-day workshop has been designed for people who are within ten years of retirement. You will be challenged to consider your retirement priorities and presented with information to help you achieve your goals.
The topics to be addressed include:
- Establishing your retirement goals
- Understanding income – types and taxation
- The four “D” – deduct, defer, divide, and discount
- Government retirement benefits
- Your NBPower retirement benefits
- The steps to retirement planning
- Investment options and strategies
- Portfolio management
- Estate planning
Please note: You must be 45 years or older to attend this workshop. Also, if you have attended this workshop in the past, you will not be eligible to attend. Please contact Ali Heighton if you have any questions or concerns at 506-455-0037.