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Member Workshop | Planning for Retirement: Achieve Your Goals with Confidence

Host Member:

An elderly couple at the beach, looking happy and relaxed.

Imagine a retirement where you’re financially secure and free to enjoy the life you’ve always envisioned. Whether you’re just starting to plan or already on your way, this exclusive workshop is designed to give you the tools and insights you need to make your retirement dreams a reality.

Join us for an engaging, hands-on session that will empower you to:

  • Maximize your income streams and make your money work harder for you
  • Create a customized savings plan that aligns with both your current needs and future goals
  • Navigate the complexities of retirement planning with confidence and ease
  • Discover smart strategies to balance today’s lifestyle with tomorrow’s retirement dreams

Don’t miss this opportunity to gain personalized, actionable advice from an expert in the field. Whether you’re nearing retirement, considering the sale of your business, or simply planning for the future, you’ll walk away with practical steps to secure a stress-free and fulfilling retirement.

TRBOT members receive free access to workshops, whereas non-members can attend virtual workshops for free and are charged a nominal fee for in-person workshops.

Why Attend?

Retirement is more than a financial milestone; it’s the gateway to a new phase of life. In this workshop, you'll discover the essentials of financial planning and the importance of tax-efficient investment strategies. This workshop can give you the tools that you need to enjoy your retirement to the fullest—without the worry of running out of money. 

Key Takeaways:

Eduardo Chacin, CFP®, PFP®, CIM®

Financial Associate, Wood Gundy | CIBC Private Wealth Management

About CIBC

CIBC is a leading Canadian bank serving 13 million personal, business, public sector, and institutional clients. It provides a full range of banking, wealth management, and capital markets services through digital platforms and branches in Canada, with offices in the U.S. and globally. Personal banking includes accounts, credit cards, mortgages, investments, insurance, and financial advice, while business banking covers accounts, credit, cash management, and solutions for managing cash flow, financing, and daily operations.