Location: Martin Centre Room B | 1434 Graham Street, Kelowna, BC, V1Y 3A8

Description:

Come and learn what’s currently happening in the Canadian and US stock market, with a deep dive into inflation, interest rates, and bond yields. First, we will review the current market and financial conditions and how to make sure your retirement plan is ready for what comes next. Second, we will showcase how to build your investment accounts like a pension plan and how to take investments out, tax-efficiently throughout your retirement. Lastly, we will dive into how to properly diversify your registered accounts with pension style in mind. Learn how to be tax efficient during retirement and keep more money in your pocket yearly.

Karen Erickson and Kayla Caruana - Certified Financial Planners®

Mandatory membership(s):

• Annual Membership

Available:

Price: $10.00 Taxes waived

Tags: Martin Centre Room B

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