The Retirement Reality Check: Are You Truly Prepared?

Description

Additional Information

Are you confident that your savings will deliver the retirement lifestyle you envision? While public benefits such as Canada Pension Plan (CPP) and Old Age Security (OAS) provide an important foundation, they are only a starting point. Presented by a Certified Financial Planner (CFP), this essential financial literacy workshop equips you with the strategies and insight needed to build a fully-rounded and secure financial future. 

What You’ll Learn

• A clear framework for estimating how much you really need to save for retirement, based on your goals and lifestyle.
• How to integrate and optimise key savings vehicles — including Registered Retirement Savings Plan (RRSP), Tax‑Free Savings Account (TFSA), employer pension plans, and other investment vehicles.
• An in-depth look at your future income sources — how CPP/OAS function, pension sharing, and how these blend with personal savings. 
• Practical tools and actionable steps you can use today to transition from planning to proactively strengthening your retirement readiness.

Why Attend

In an era of increasing longevity and evolving tax and investment landscapes, putting together a robust retirement plan is more important than ever. This session simplifies the complexities and gives you the confidence to act — not just aspire. Whether you’re 5, 10, or 20 years away from retirement (or already in that transition), this workshop gives you the blueprint to move from uncertainty to clarity.

About the Speaker

Kavan Kamboz, BBA, CIM®, CFP®, FCSI® | Associate Wealth Advisor |Associate Portfolio Manager

Kavan is dedicated to helping you achieve your financial goals with personalized guidance and service. With the Julé Bespoke Wealth Advisory Group since 2017, his qualifications—including a Finance Degree, Certificate in Economics, CIM®, CFP®, FCSI® designations, and insurance license—ensure you receive comprehensive wealth management tailored to your needs. You benefit from Kavan’s role as Associate Portfolio Manager and Associate Wealth Advisor, where he provides proactive investment strategies, daily market insights, and attentive client reviews to support your financial success.

Kavan is passionate about giving back, currently volunteering with JA Canada to deliver financial literacy courses to elementary students. He actively supports Canadian Blood Services, CIBC Run for the Cure, and the Sikh Temple.

In his personal life Kavan enjoys spending quality time with his wife Gurpreet and values close relationships with family and friends, embracing new experiences through travel, outdoor activities, and staying active. His passion for travel has led him to visit 20 countries, enriching his perspective and appreciation for different cultures.

Part of RPL's commitment to supporting financial literacy and economic development in Regina. If you have any questions about our Business, Personal Finance or Careers programs, please contact Tim at 306-777-6013 or txie@reginalibrary.ca  

*Registration required

20 spots available