Five Key Questions in Wealth Planning with RBC

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Five Key Questions in Wealth Planning with RBC

Five Key Questions in Wealth Planning with RBC/ Cinq éléments clés à considérer en matière de planification de patrimoine avec la RBC

By Federal Retirees Ottawa Branch / Retraités fédéraux Section d'Ottawa

Date and time

Wed, Feb 3, 2021 10:30 AM - 11:30 AM PST

Location

Online

About this event

This free webinar is for members of the Ottawa Branch of the National Association of Federal Retirees and their guests and will be held February 3, 2021.  This purpose of this webinar is to discuss the five key questions in wealth planning and it will be presented by Royal Bank of Canada (RBC).

The five questions being covered as part of this webinar are:

  •  What are my goals and needs? Quels sont mes objectifs et mes besoins ?
  • How will I reach them & what is the plan? Comment vais-je atteindre mes objectifs et quel est mon plan ?
  • What are my savings options and the tax implications of each? Quelles sont mes options d’épargne et les incidences fiscales de chacune ? 
  • What’s my cash flow strategy in retirement? Quelle est ma stratégie de revenu à la retraite ?
  • What’s the best way to handle an inheritance? Quelle est la meilleure façon de mettre à profit un héritage ?

The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation dans les deux langues officielles est encouragée.

Please note that this webinar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register.

Note: Association members and their guests are welcome to register to participate in this seminar.  To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.

Ottawa Branch provides information on issues, products and services of general interest to its membership. It does not endorse a particular position on a product or service, as being suitable for individual members, but brings them to the members' attention so that they can make up their own minds.

If you have any difficulties registering electronically, please email the Ottawa Branch at info@nafrottawa.com or call 613-737-2199.

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