Be Educated About Financial Matters

On behalf of your Sarnia Community Foundation, we present this comprehensive course covering all important areas you will need to know about as you prepare for and enjoy your retirement years.

Although this Retirement Course is normally held from 9am – 4pm on the third Saturday of each month at On The Front Restaurant & Lounge in downtown Sarnia, it can be scheduled at your business location for a minimum of ten employees on any business day.

For your convenience, the Course is also divided into two 3-hour parts:

Part 1 (“To Retirement”)
held in the morning provides a detailed look at how individuals should plan for retirement, how they should productively use their financial assets, and how they should make informed financial decisions related to retirement income.

Part 2 (“During Retirement & Beyond”)
held in the afternoon provides a detailed look at the planning required during retirement to provide for a comfortable income as well as the many considerations and strategies involved in developing an effective estate plan.

The registration fee for the entire 6-hour course is $195 which includes a light lunch, handout materials and a $100 charitable tax receipt. You may also choose to attend either Part 1 (Planning For Retirement) or Part 2 (Planning During Retirement) for only $95 which includes handout material and a $50 charitable tax receipt.

The Course brochure and content can be viewed on the Sarnia Community Foundation website at www.sarniacommunityfoundation.ca and clicking on “Retirement Course”. You may register for this Course by contacting your Sarnia Community Foundation by phone at 519-332-2588. All major credit cards are accepted.

No products or services are offered. This is a purely educational program. It is also an important fund raiser for your Sarnia Community Foundation to help us enhance the quality of life in Sarnia Lambton through the support of local charities.

As a public service, we are available to provide 30 - 45 minute presentations to your group on a variety of personal and business financial planning topics. Contact us by phone (519) 332.4141.