Calendar of Events

Chad Ekren is a CERTIFIED FINANCIAL PLANNER® and partner with Capital Concepts Group (since 1996) and Portfolio Manager with iA Private Wealth.

As a Financial Educator to employee groups and the general public, Chad has taught thousands of people through his Retirement Education Seminars and 208 weekly live radio shows on 600AM in Vancouver.

Chad is the creator of the Successful Retirement Solution™ (SRS), a comprehensive retirement education and planning framework.

Accomplishments, Experience & Interests:

 •UBC Commerce Graduate 1986

•8 years as commercial & residential mortgage broker
•Active leader in community, church & sons' sports teams
•Loves playing, coaching & watching sports, especially hockey
•Lives in Richmond with wife Rose Mary and son Nicholas

When you retire you will spend two things: Money and time.

The way you structure your money and use your time will determine how joyful your retirement will be.

Attend this webinar to learn how to maximize your financial security, purpose & legacy using strategies enjoyed by affluent Canadians.

Importantly, you will also learn about the non-financial side of retirement planning which will help you design a meaningful, impactful retirement.

Even if you don't feel you have as much money saved as you'd like or think you are too young to start retirement planning, this webinar (and the included online Successful Retirement Academy) will help you have more peace of mind, freedom and happiness in your retirement.

In this presentation, you will learn:

• How to Plan the Non-Financial side of Retirement to ensure Your Happiness
• Avoid 4 Common Financial Mistakes using an Integrated Ecosystem
• How to Navigate Your Tax Brackets so you Pay Less Tax
• How to Maximize Your Canada Pension Plan (CPP) Income
• Learn what Your Biggest Risk in Retirement is

This event is not a CPHRNB Webinar, be sure to track you hours.