All the parts work together. To get the most out of Retirewise, join us on the date(s) shown.

 

Here’s what you can expect at the workshop series:

 

Building the foundation

• Explore your personal financial goals
• Understand the impact of compounding and inflation
• Learn about tax diversification and why it is so important

 

Creating and managing wealth

• See why asset allocation and portfolio diversification are essential
• Understand how to control inflation, interest rate and volatility risk
• Learn to create a budget that works for you 
  
  

Your retirement income stream

• Shift the focus from accumulation (saving) to distribution (spending)
• Discover the five-step retirement income planning process
• Manage your money to help provide income for life

 

Making the most of what you have

• Determine how much, if any, life insurance is enough
• Protect against unexpected expenses
• Create a will and other estate planning essentials