ACTIVE AGING SERIES: Your Retirement Roadmap – Retirement Foundations (Part 1)

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 1 – Retirement Foundations

Schedule | Tuesday, October 7

6:00 – 6:45 p.m. | Are You Receiving All the Benefits You’re Eligible For? Understanding CPP & OAS

Presented by Hakima Abdessemed, Service Canada

Service Canada will be here to give a general information session on the Canada Pension and Old Age Security benefits. This session will give you the opportunity to increase your awareness of benefits you may not know about that could help you or your family. Feel free to ask questions during the presentation and you will also have an opportunity to talk with the Service Canada representative after the session.

Hakima Abdessemed has spent the last 7 years with Service Canada. Her role has her travelling across Alberta connecting with communities and the public to increase awareness of Service Canada benefits, programs and services.

6:45 – 7:30 p.m. | Retirement-Ready: The Home Stretch
Presented by Jonathan Lesyk & Steve Reimer, Raymond James Ltd.

You’re about to clock out for the last time. Retirement brings exciting opportunities—and important decisions. On a scale of 1 to 10, how ready are you?

Join Jonathan Lesyk, CFP® and Steve Reimer, CFP®, CIM® for an interactive discussion designed to help you transition into retirement with confidence.

Together, we’ll explore:

• What it really means to be retirement-ready

• Understanding your retirement income sources

• The role of various retirement accounts

• Preparing for life’s unexpected turns

• Key personal and lifestyle considerations in retirement

• How your Financial Advisor can help guide your retirement journey

Whether retirement is just around the corner or already on your horizon, you’ll leave with practical insights and greater clarity about your next chapter.

Jonathan Lesyk has been guiding clients in their financial decisions since 2012. He began his career with one of Canada’s Big 6 Banks before transitioning to Raymond James Ltd. In 2023. As a Certified Financial Planner, Jonathan focuses his practice on providing advice to his clients that is uniquely personal. He believes “humans” remain at the core of every financial plan and that advice should be given in language for everyone to understand – not just the industry professionals. He specializes in aiding clients who are preparing to make or have recently made the transition to retirement ensure they feel confident in their financial strategies so they can focus on what’s truly important to them.

Steve Reimer’s career in wealth management began over 30 years ago. Throughout those years, Steve has developed a deep appreciation for capital markets and leverages his expertise to help clients achieve their financial goals through disciplined portfolio management and comprehensive planning. Today, Steve is proud to serve his clients as part of Raymond James Ltd. – an independent wealth management firm that aligns with his commitment to objective advice and client-first solutions. His focus includes personalized financial strategies designed to provide clarity and confidence for individuals and families.

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 1

• Check out Part 2 here.