You shouldn’t have to choose between financial security and doing the work you love. This session, led by CSI Member Linda Odnokon and special guest Paul Duthie, will give you a better sense of how to look at financial security and how to build your nest egg. Participants will learn about the differences between different types of retirement savings plans and gain insights into the plans that work best for your organization.
Linda and Paul will also address:
- Why is it so hard for Canadians to save for retirement?
- What is the best approach to planning for retirement?
- Why are workplace retirement savings plans so effective?
This event will take place from 12:00 – 1:00 PM EDT on Monday, September 25. CSI Members get in for free! Non-members can purchase tickets for $10. No one will be turned away due to costs. If this is a barrier, please send us a message at info[at]socialinnovation[dot]ca and we will follow up with a ticket discount code.
About the Speakers:
CSI Member Linda Odnokon is an Insurance and Investment Advisor licensed in the province of Ontario since 2001. She has extensive experience working as a group savings plan consultant and financial educator with investment management experience across all sectors such as insurance, mutual funds and securities including exchange traded funds.
She works with business owners and nonprofit orgs and in the past has worked with Parkinsons Society of Canada, Mississauga Chapter, Girl Guides of Canada, Art Gallery of Ontario and most recently several CSI member organizations. Linda has been following the Common Good Retirement Plan/Commonwealth Retirement since its research days and inception and is proud to have contracted with them as one of her preferred industry partners.
Linda offers a follow up complimentary virtual consultation to all workshop attendees.
Paul Duthie is an account executive for Common Wealth Retirement, a mission-led organization, striving to make financial security in retirement accessible to all nonprofit workers. Prior to joining Common Wealth, Paul worked in various capacities for the Canadian Red Cross, and prior to that he was a Sales Director in the private sector, working for both startups and large corporations, such as Thomson Reuters.
Common Good is a Group Retirement Plan created for and backed by the Not-For-Profit sector. As such we have a fiduciary responsibility to act in the best interests of our plan members. Our award-winning plan design includes tools and a dashboard to help members understand their retirement picture and create a plan that involves having a retirement income goal, saving regularly towards that goal, increasing savings when they can, investing in a smart, low-fee portfolio, and adjusting the plan as retirement approaches.