CARP Halton Chapter Community Meetings in October: “Strategies to help reduce financial stress in retirement”

For our CARP Halton Chapter community meetings in October, we will have a presentation focused on providing strategies to help reduce financial stress in retirement. Our presentation will also cover various estate issues.

As usual we will be holding two community meetings, one in Halton North on October 10th and one in Halton South on October 26th.  Our Halton North meeting will be held at the Revera Birkdale Retirement Living Residence at 611 Farmstead (Derry and Farmstead) in Milton. Our Halton South meeting will be held at the Seniors Centre at 2285 New Street, Burlington.

Our presentation will give you a good understanding of how taxes work during retirement and for your estate. You will find answers to common questions that will provide confidence in your retirement journey and the comfort that you have things optimally set-up for your loved ones. The following is an outline of some of the topics that will be discussed:

Master Your Retirement

  • Strategies to increase income longevity and manage investment risk
  • Strategies to reduce volatility in investments without sacrificing returns
  • Strategies to reduce taxes throughout retirement
  • Tips to Protecting your finances as you age

And Plan Your Estate

How to ensure your estate plan is in place, for example:

  • Setting up your Will versus direct beneficiaries
  • How estate taxes work and how to reduce them;
    • Strategies to tax efficiently transfer wealth
  • Planning for blended families
  • Planning for cottage or secondary property, how the taxes work and how to reduce them
    • Answers to common questions i.e. Joint ownership or gifting of a property?
  • Planning for family members that have disabilities

Our speaker, Noreen Oldfield, Senior Consultant at IG Wealth Management, and her team have been providing tax and financial planning advice to the Halton community for over 20 years. Noreen will be assisted by her husband Kirk Oldfield who is an accountant and tax expert, who will be available to answer any specific questions. They are actively involved in supporting seniors in the community through CARP Halton, and charitable organizations such as Community food banks, Townsend Smith, Carpenter Hospice, Willow Foundation, etc.

If you have any specific questions that are not addressed during the session, there will be a Q&A period following the talk.

Please plan to join us at either location. CARP Halton Chapter believes that the information you will take away from this presentation will be very beneficial for all seniors. We look forward to seeing our members and friends at this important presentation.

Our Milton meeting will be held on Tuesday October 10th at the Revera Birkdale Retirement Living Residence at 611 Farmstead (Derry and Farmstead) in Milton.

Our Burlington meeting will be held on Thursday October 26th at the Seniors Centre at 2285 New Street.

Doors will open at both locations at 6.30pm, the program will start at 7.00pm and will wrap up around 8.45pm

At the Milton location most visitors will be able to park in the visitor parking areas on site. Additional street parking is also available on Farmstead.

Refreshments, coffee, tea, and treats will be provided at Milton by our Revera host and at Burlington by The Kensington of Oakville. We thank the management and staff at Revera for their generosity.

Our meetings will begin with a short welcoming address and a brief update on your CARP Halton Chapter activities. This will be followed by our featured presentation.

There will be a break at the midway point which will allow time to socialize with fellow members and to visit our sponsors. 

Our meetings will conclude around 8.45pm with a few closing remarks and our 50/50 draw. We encourage you to support this draw as proceeds help defray the costs incurred in putting on our meetings.

Our meetings are FREE. All are welcome. Please plan to join us at either location. We look forward to your support of our Community meetings as the topics we present will be of vital importance to our seniors demographic. We look forward to meeting our members and friends.