40 ans
 
My account

Held in an exceptional setting in Charlevoix and in North Hatley, our two Retirement Experience Weekend events aimed to help participants build a retirement that fits them. As soon as they arrived, the warm welcome and the tasting dinner set the tone and enhanced the conviviality.

In addition to the different workshops – psychosocial aspect; income; decumulation; investments; taxation; insurance; legal, matrimonial and estate aspects –, the 2018 edition had something new: a retirement experience panel comprising experts from the Financial, Sogemec Assurances and MultiD.

Brief eco note: no paper this year. All the info was available in the PARTICIPANT area of the Financial’s website.

The result was 53 well-informed future retirees who, in our satisfaction survey, called the experience “enriching,” “dynamic,” “interesting” and “reassuring.”

“The Retirement Experience Weekend gave me the opportunity to realize the quality and professionalism of the [Financial’s] personnel.”  Dr. Pierre Dorion, 2018 participant.

 


Thanks to the Retirement Experience Weekend, we have helped more than 500 professionals prepare for their retirement over the past eight years. Will you be joining us in 2019?

Add your name now to our mailing list:  you’ll be the first to be notified when registration starts for our next edition of the Retirement Experience Weekend!

For an analysis of your situation,
get in touch with one of our advisors