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Virtual Workshop - Addressing Financial Concerns for Seniors
The Canadian Foundation for Economic Education (www.cfee.org) together with IG Wealth Management, has organized a series of virtual workshops designed to help seniors develop a better understanding of financial issues relevant and important to them.

Our goal for the workshops is to help participants:

• learn how to set and reach financial goals
• adapt, plan for and manage retirement from a financial perspective
• recognize various expenses and plan a practical budget
• learn how to continue saving in retirement
• plan and start a second career
• cope with the loss of a partner or spouse
• make estate arrangements

The workshop will also address the financial challenges of living in a COVID-19 pandemic.

This workshop will be presented by Kevin Maynard, Vice-President of the Canadian Foundation for Economic Education, and hosted on the Zoom videoconferencing platform.

Nov 3, 2020 01:00 PM in Eastern Time (US and Canada)

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Speakers

Kevin Maynard
Vice-President and COO @Canadian Foundation for Economic Education
Kevin has worked with CFEE in various capacities since 1998, primarily as Chief Operating Officer and most recently as primary project facilitator for “Managing Your Money In Canada, a series of financial literacy workshops developed for seniors, newcomers and recent immigrants to Canada. He has been a key member of a number of CFEE project teams responsible the development and execution of CFEE programs. He has primary responsibility for coordinating school board liaison with CFEE and its variety of youth oriented financial literacy programs. Kevin is a Career Coach to newcomers and a public speaker to students in career exploration settings. He is a governor and treasurer of the Canadian Career Development Foundation. Kevin and his partner Jeff enjoy sailing in their spare time from their home base at the Port Credit Yacht Club.
Suzie Graham
Financial Consultant @IG Wealth Management
Since 1998, Suzie has been grateful for the opportunity to make a positive impact on her clients’ lives. With our IG Living Plan, she goes beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement, so you have a clear view of today and tomorrow. In addition to the Certified Financial Planner designation, Suzie has her Mutual Funds license and Life Insurance license. She was raised in Niagara Falls, and now lives in Oakville with her two teenage boys.