Tel: 519-823-1297


BMO Nesbitt Burns
203-649 Scottsdale Dr.
Guelph, ON
N1G 4T7

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Pre-Retirement Planning

Intended Audience:

This presentation is for anybody who is interested in preparing for a successful retirement.  While applicable to anyone, it may be most appealing to people who are looking at retirement in the next 10 to 20 years.  It can be delivered to groups of 10 to 50 people.

Estimated Length:

The full program typically lasts 4 hours, but can be modified to fit other time slots.  The condensed version can be done in an hour and a half. 

Sample Agenda:
  • Planning - "Why bother?"
  • Projecting expenses (the hardest part of retirement planning)
  • Funding your retirement lifestyle (guaranteed versus variable income)
  • Exploring 3 critical portfolio variables (that are completely within your control)
  • Worst Case Scenarios (NOT a guest appearance by Bear Grylls)
  • Death & Taxes - a brief introduction to estate planning 

This presentation works best with active participation from the group, so questions and comments are welcomed at all times.