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Prime Approach ~ 10 to Go! – Fredericton

November 1, 2017 - November 2, 2017

T.T.F Workshop – Fredericton

 

David Scott

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.

Details

Start:
November 1, 2017
End:
November 2, 2017
Event Category:
Event Tags:
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Website:
http://trainingtrust.ibew37.com/IBEW_workshops

Venue

Fredericton – Wu Centre
6 Duffie Dr.
Fredericton, NB E3B 0R6 Canada
+ Google Map
Phone:
(506) 453-5135
Website:
http://www.unb.ca/fredericton/conference-services/meet-at-unb/index.html

Organizer

Ali Heighton
Phone:
(506) 261-5420
Email:
ali@ibew37.com
Website:
http://trainingtrust.ibew37.com/
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