Looking forward … future planning.

Share on facebook
Share on twitter
Share on linkedin

Should you move after retirement?

Retirement. Feelings of freedom and independence are most often associated with retirement. However, for many it can cause overwhelming feelings of anxiety and unpreparedness. “Where will we live?” or “What can we afford?” are typical questions that can lead to this uneasiness in retirement.

In previous workshops we have discussed the importance of creating a plan now, in order to be financially prepared for retirement. In this workshop we will focus on one of the most difficult decisions to make while living in retirement – when and if to downsize and what options are available to you?

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands.

This event took place at the Thornhill Golf & Country Club on Tuesday, July 19th 2016 between 12:00 and 1:00pm.

You will learn:

  • What motivates retirees to move?
  • What options are available?
  • How to decide which option is best for you.
  • Retirement residences vs. Long term care homes.
  • How can my family play a role in my decision making?

About Our Speaker

Lisa TraczLisa Tracz has been working in the retirement industry for close to 3 years and has 20 years in the hospitality business. She is a well-known communicator within industry circles and a great supporter in helping seniors in financial need.

A philanthropic life with Sick Kids Hospital and Helping Hands Foundation Inc. by day, and a busy home life and all that comes with being a mom of three.

Related articles

The Great Escape Webinars & Virtual Events

The Great Escape

The Great Escape. Most of us have seen the famous movie “The Great Escape” and of course this is the war story we all think …

Read More →
Results Rob's Reads

‘More spending, more deficits, more lacklustre GDP growth’: Reaction to election results

It’s been 1 week since the election and people are starting to think about what’s in store for our country’s future. Here are some opinions …

Read More →
Lease vs Buy Articles

Lease vs Buy

A client approached me with this question the other day. Ahh, the age-old question that really doesn’t have a “right” answer. There are pros and …

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

Copyright Assante Wealth Management. © 2021

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.