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Event Information

FREE webinar: Successful Retirement Masterclass: Your Retirement Income & Return on Life Plan

Date: June 15, 2021
Location: Online


Registration for this webinar has now closed.

Thank you sponsor:
 
Capital Concepts Group          iA Private Wealth
 
CPD hours
Practice Level (Hover mouse over icon for details)
Competency
1.0 Entry Level   Intermediate Level   Senior Level   Expert Level
 
 

Presenter: Chad Ekren - Certified Financial Planner & Portfolio Manager, Capital Concepts Group / iA Private Wealth
Description:
When you retire you will spend two things:

Money and time.

The way you structure your money and use your time will determine how joyful your retirement will be.

Attend this webinar to learn how to maximize your financial security, purpose & legacy using strategies enjoyed by affluent Canadians.

Importantly, you will also learn about the non-financial side of retirement planning which will help you design a meaningful, impactful retirement.

Even if you don't feel you have as much money saved as you'd like or think you are too young to start retirement planning, this webinar (and the included online Successful Retirement Academy) will help you have more peace of mind, freedom and happiness in your retirement.

In this presentation, you will learn:
  • How to Plan the Non-Financial side of Retirement to ensure Your Happiness
  • Avoid 4 Common Financial Mistakes using an Integrated Ecosystem
  • How to Navigate Your Tax Brackets so you Pay Less Tax
  • How to Maximize Your Canada Pension Plan (CPP) Income
  • Learn what Your Biggest Risk in Retirement is
Who should attend:
You are interested in learning in how to maximize the Financial and Non-Financial aspects of retirement for yourself, your colleagues and others you care about.
Format: Live Online - Zoom Webinar
All login information will be sent to you via email the day prior to the session. Please check your junk/spam folder if it has not come through to your in-box.
Time:
9:30 - 10:30 am - Pacific Time - Vancouver

Both registration and payment are required for every person attending this webinar. Questions about registration or receipt can be directed to pd@cphrbc.ca.
Note: If you have not received your login access information the day prior to the webinar date, or for inquiries regarding online workshops, please email or call 604.684.7228.

 
About the presenter:
Chad Ekren Chad Ekren is a CERTIFIED FINANCIAL PLANNER® and partner with Capital Concepts Group (since 1996) and Portfolio Manager with iA Private Wealth.

As a Financial Educator to employee groups and the general public, Chad has taught thousands of people through his Retirement Education Seminars and 208 weekly live radio shows on 600AM in Vancouver.

Chad is the creator of the Successful Retirement Solution™ (SRS), a comprehensive retirement education and planning framework.

Accomplishments, Experience & Interests:

•UBC Commerce Graduate 1986
•8 years as commercial & residential mortgage broker
•Active leader in community, church & sons' sports teams
•Loves playing, coaching & watching sports, especially hockey
•Lives in Richmond with wife Rose Mary and son Nicholas
 
 
This webinar is complimentary to all CPHR BC & Yukon members. Register early to avoid disappointment!
 
Registration Fees
 

Registration Deadline:
 JUNE 13, 2021

Member

FREE!

Non-Member

$29.99

 
Fees and/or agenda are subject to change without notice.

All pricing excludes applicable taxes. HST/GST # 119446714

 
A full refund, less a $10 processing fee, will be issued for cancellations submitted at least one week prior to an event or workshop. Attendee substitutions are permitted; however, member/non-member rate differences will apply. Please submit cancellation or substitution requests by fax (604-684-3225) or e-mail (pd@cphrbc.ca).
Please note that this policy does not apply to conferences, exams or no-charge registrations. CPHR exam fees are non-refundable if registration is canceled after the registration deadline. Please note our deferral policy.