Through expert interviews and conversation, we aim to help families flourish in their long-term financial decision-making. To that end, we discuss the wide array of issues that influence successful financial planning, from building a family’s knowledge about investing, tax management and estate planning to living a healthy and active life with ageing.
Join us while we welcome Timothy Brown, CEO & broker of record at ROI Corporation to discuss the issues associated with buying and selling a professional practice.
For more Mercer Private Wealth insights, please visit www.mercerprivatewealth.ca .
Join us as we welcome Sandy Sereda, the Executive Director from Caregivers Alberta to discuss how can we help our loved ones while maintaining our own physical, mental and financial health.
Sandy’s experience and success makes her well qualified to answer such questions as:
Join us as we welcome Wade Pfau the program director of the Retirement Income Certified Professional® to discuss his work as a retirement researcher and how evolving retirement research can impact investors.
• The evolution of retirement planning and research
• Traditional financial plans that model out a 30 or 40 year retirement
• Comparing the risk of underspending in retirement to longevity risk
• Help for retirees approaching end-of-life or long-term care costs
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Views and opinions expressed by the third party are their own and the webinar should not be construed as an endorsement or recommendation by Mercer. The webinar is intended for informational purposes only and should not be relied on as medical advice.
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