In this episode, Shawn Bellefeuille CFP, CHS, CLU, EPC is discussing some important lessons in longevity with expert Jennifer Moir from AGEWELL solutions. Hear Jennifer answer some of your questions about aging well which include some interesting topics worth mentioning! Are you thinking about downsizing or "rightsizing", learning to practice attitude and gratitude along with facing some of the challenges when creating the right plan for you? Jennifer goes through her top 5 lessons in this episode!
Some important links!
Shawn Bellefeuille CFP CHS CLU EPC
[email protected]
www.retirement-bydesign.com
613-829-8855 x236
Jennifer Moir
AGEWELL Solutions
www.agewellsolutions.ca
[email protected]
613-277-6449
Disclosures:
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Please speak to your personal experts (lawyer, accountant, financial planner, investment advisor, insurance advisor) regarding specific strategies and recommendations.
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