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Wealth Management and Income Planning for Older Adults

Courtice Branch, The Great Room
Thursday, September 14th 
6:30 to 7:45 p.m.
Advanced registration required; space is limited. Register online, in person, or by phone. 
No charge.

Join family wealth architect and estate planning expert David Duong for these engaging and educational financial fitness workshops!

Did you know the average person is now living more than 20 years after retirement? It’s important to prepare for your retirement years, and it’s never too late to start! Learn some financial planning techniques and habits to enable you to live well in retirement.

Other programs in the Money Intelligence series are:

Presented in partnership with David Duong, CPA, CMA, CIM®, B.Comm.

Registration

You may register in person at any branch, by phoning Information Services at 905-623-7322 x2712, or online using the form below.

 

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Also be sure to check out our Durham Regional Police Service fraud workshops:

 

Location: 
Date: 
Thursday, September 14, 2017 - 6:30pm to 7:45pm
Audience: 
4 Comment(s) to the "Wealth Management and Income Planning for Older Adults"
Carol (not verified) says:

I am in my mid 30's and would like to attend this program.  what age is considered "older adults"

Submitted by Carol (not verified) on Thu, 2017/08/17 - 4:11pm
admin says:

Hi Carol,

Thanks for your interest in the Money Intelligence Series! While this program is geared towards those nearing their retirement years, there will be a lot of financial tips and advice for all anyone who wants to retire comfortably.

Submitted by admin on Thu, 2017/08/17 - 4:33pm
Brenda Andrews (not verified) says:

Can I register through this form?

Brenda A

Submitted by Brenda Andrews (not verified) on Mon, 2017/08/28 - 4:40pm
admin says:

Hi Brenda,

Yes, you can register for this program through the form at the bottom of the page! Indicate how many people in total will be attending, then click the green Register button to complete the process.

If you need assistance or would prefer to register over the phone, please don't hesitate to contact Information Services at 905-623-7322 x2712.

Submitted by admin on Mon, 2017/08/28 - 5:16pm

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