No matter where you are in your career, you probably have concerns about setting up for retirement. That’s why it’s important to understand the ins and outs of Canadian government benefits, how they work and what you can expect upon retirement. For example, what are the differences between CPP, OAS, and GIS? How do you know what you qualify for? How early can you start receiving government benefits, and does it always have to be age 65?
CSI Member Francine Dick, CFP, EPC, RIS, leads our next Lunch and Learn on government benefits in retirement. Francine will cover the basics so that you can know what options are available to you, and she’ll also share some tips on increasing your benefits, removing low-earning years to bump up your benefits, and strategizing so that you can have peace of mind as you approach retirement.
By the end of this session, participants will be able to:
1. Understand the features of various Canadian government retirement plans,
2. Know the pros and cons of taking benefits early or late, and
3. Begin to strategize a plan for the future.This event will take place on Monday, November 13, from 12:00 – 1:00 PM EDT.
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 Speaker:
“Francine’s mission in life is to help people secure a comfortable and confident future. As a financial and insurance advisor for over 25 years, she currently works with Carte Wealth Management, Inc. Clients appreciate her patience, empathy, knowledge and non-judgemental approach. She takes time to review your current situation and prepare a solid plan for the future, based on your needs and wishes. She specializes in Socially Responsible Investing, preferring investments that meet environmental, social andgovernance standards. She can also help manage risk, protecting you against life’s uncertainties with life, disability and critical illness insurance and will ensure you have a proper estate plan. As an independent advisor, your needs always come first.Francine is a ceaseless volunteer and was awarded the Canada 125 medal and the Queen Elizabeth II Diamond Jubilee medal for her community service. Learn more about Francine’s work and book a free consultation at www.askfrancine.ca.”