Contact
Tracy TheemesSophia Financial Group of Raymond James Ltd.
604-569-2891
tracy.theemes@raymondjames.ca
New Paradigms of Retirement
Our ideas of retirement are being turned upside down with the
realities of longer life expectancies,economic upheaval, and constant social change.
In this workshop you will learn:
- The four new phases of retirement and their financial impact
- The economic implications of a longer life expectancy
- Modern income planning strategies
- How to balance risk with financial security
Co-taught by:
Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI
Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS