Retirement Planning Essentials (Online, IN FRENCH)
Presented by the Health and Wellness Program as part of the 15th Annual Health and Wellness Fair, in collaboration with听
PLEASE NOTE THAT THIS SESSION IS IN FRENCH ONLY
Retirement is a major life milestone. While often eagerly anticipated, it nonetheless requires careful planning to ensure peace of mind and a smooth transition.
This presentation aims to guide future retirees through this important stage by offering a clear and practical roadmap.
We will cover the key areas to consider, including:
- Assessing financial needs
- Optimizing income sources
- Tax and withdrawal strategies
- Preparing for the human and estate planning aspects
听(go to听Employee > Training >Health and Well-Being Program)
About the Speaker
Denis Bourque, Pl. Fin., B.A.A., is a seasoned financial planner and the founder of Planico. He is recognized for his deep expertise and personalized approach, grounded in active listening and transparency. With over 15 years of experience in the financial sector, Denis leverages his in-depth knowledge to serve each client with tailored strategies designed to meet their specific goals.
听
