ACTIVE AGING SERIES: Your Retirement Roadmap

Retirement is more than leaving the workforce—it’s about creating a sustainable plan for the life you want to live. The series is designed for adults aged 50+ who are planning for retirement or recently retired. 

Join financial professionals and benefits specialists as they explore key aspects of retirement planning, including retirement income strategies, investment considerations, CPP/OAS planning, and the role home equity can play in supporting your future. Whether retirement is just around the corner or still a few years away, you’ll leave with practical ideas and questions to consider as you prepare for your next chapter.

Part 2 – Creating Retirement Income

Schedule | Wednesday, October 14

6:00 – 6:45 p.m. | Retirement Income Blueprint
Presented by Wei Woo, Investment Advisor, CIM, EPC

Feeling the burden of less money and high taxes? The Retirement Income Blueprint Program is designed to show retirees how to address special issues and draw out retirement income in the most tax efficient manner. Topics covered include the key differences between the accumulation and the “income” market, tax-efficient disassembly of RRSPs, future financial concerns such as health care costs, and more. Take home practical tools and strategies all reflecting a proven process.

Wei Woo has spent 18 years helping pre-retirees and retirees build, protect, and grow their wealth. He specializes in retirement income planning, investment management, and estate planning, providing personalized advice and long-term strategies to help clients achieve financial confidence and security throughout retirement.

6:45 – 7:30 p.m. | Making Your Home Work for You in Retirement: Understanding Reverse Mortgages
Presented by Michelle Coates, Compass Mortgage Group

This presentation will explore how home equity can play a role in retirement planning and financial security. Attendees will learn about reverse mortgages, home equity options, and strategies that may help support aging in place while maintaining financial flexibility. The session will cover how these solutions work, who they may be suitable for, common misconceptions, and important considerations for incorporating home equity into an overall retirement income plan. Participants will leave with a better understanding of the options available and questions to consider when planning for their future.

Michelle Coates is a Mortgage Broker with Compass Mortgage Group who has been helping Canadians since 2006 (Albertans since 2011 previous Manitobans) achieve their homeownership and financial goals. Known for her honest advice, personalized service, and ability to simplify complex mortgage topics, Michelle is passionate about helping clients make confident, informed decisions at every stage of life.

7:30 – 7:45 p.m. | Wrap-up & Meet the Presenters at their tables

Cost: $3.00  (includes a soft drink)

Location: Community Cafe, WE Seniors Edmonton (9629 – 176 St NW, Edmonton)

REGISTER NOW! 

• Call our Front Desk at 780 483 1209

• Send an email to ch****@*******rs.ca  

• Sign up at MyActiveCentre – Part 2