Last updated: July 12 2023

Society of RWM Meeting of the Minds – Dodging the Retirement Crisis

Canadians’ confidence in their ability to retire on time seems to have plummeted, according to recent data.  Is there a retirement crisis?  The Society of Real Wealth Managers™ will explore the issue and ways RWMs can help in a special Meeting of the Minds on August 16 at 12 PM CST.  Join us for this important (and free) event…RSVP now!

New data shows many Canadians find that their plans for retirement are being affected. According to a recent survey from the Canadian Public Pension Leadership Council (CPPLC), Canadians anticipate working an average of six years longer than they would like. And according to a recent survey from the Healthcare of Ontario Pension Plan and Abacus Data, more than half of Canadians aged 55 to 64 said if inflation keeps rising, they will have to push back their intended retirement date.

Real Wealth Managers™ (RWM™) are poised to help with important strategies that include the use of powerful planning calculators. RSVP now to join us for this important discussion and bring financial peace of mind to your clients.

Meeting of the Minds: Dodging the Retirement Crisis

August 16th at 12pm CDT

Register

Moderated by: Kristin Ramlal and featuring a panel of Real Wealth Managers™ (TBA)


References:

Canadians' confidence in ability to retire on time plummets: Report | Investment Executive

Tax reforms needed to Canada's retirement regime: C.D. Howe Institute | Investment Executive

New retirement realities call for new portfolio strategies | Investment Executive

Inflation, interest rates weigh on Canadians' retirement plans: survey | Investment Executive

Finance tables report reconsidering RRIF minimum withdrawal rates | Investment Executive

FP Canada 2023 Financial Stress Index