In this second part of “The Great Intergenerational Wealth Transfer”, Diana Cable, Director of Policy, CanAge
explores the next steps in putting your house in order and provides a suite of practical and tactical tips. Topics include:
Adapting, planning for, and managing retirement from a financial perspective
Learning how to set and reach financial goals while also planning for new “life events” as an older adult
Preparing for the impact following the loss of a partner or spouse
Discussing your plans with your descendants with transparency
Understanding and preventing financial exploitation – over half of financial exploitation cases in Canada are at the hands of family members
Protecting yourself and your loved ones while preserving the family unit
Speaker: Diana Cable, Director of Policy, CanAge
DATE: Thursday, October 20, 2022
AGENDA:
9:50 a.m.–10:00 a.m. (Coffee Chat)
10:00 a.m.–11:00 a.m. (Speaker)
11:00 a.m.–11:30 a.m. (Q&A Session)
LOCATION: Online through Zoom https://ryerson.zoom.us/j/99309595862?pwd=NXNHSjNPZnYvTnFKUXFMSG1aMGlXZz09
Please enter the password "015013" if you are prompted to do so. Also please input the full name and email that you registered with. You will be prompted to download the Zoom Launcher to participate in this meeting.
If you do not have access to the Internet you may also join in by telephone by dialing this local number 1-780-6660-0144
Meeting ID: 993 0959 5862
Passcode: 015013
CONTACT: programsfor50plus@ryerson.ca or 416-979-5103
Accessibility: The Chang School is committed to accessibility for persons with disabilities. Please contact us
in advance of the event if you have any particular accommodation requirements.
