Financial Security is a dynamic balance of having enough money, while also mastering the strategies to preserve and grow it over time. Join us for an insightful series as we explore the stages of life and the financial decisions that shape each one. From early planning to retirement, we’ll discuss key financial considerations and the tools available to help you build a secure future for yourself and your loved ones. Presented by Jamil Khushal, independent financial broker.
January 27 & 30 – Early Life
Topics: Education Savings • Children’s Health & Wealth
February 21, 24 & 26 – Middle Life
Topics: Saving for a First Home • Retirement Planning • Emergency Funds
Critical Illness & Disability (Injury and Illness) • Retirement Considerations • Travel
March 21, 24 & 26 – Late Life & Retirement
Topics: Retirement Income Strategies • CPP & OAS • Long-Term Care
Government Benefits • Tax Planning in Retirement• Travel inside and outside of Canada