

# Event Details

- **Event Name**: Mid-Life Retirement Planning Essentials: 1 Day Session in Surrey
- **Event Start and End Date**: Tue, 27 Jan, 2026 at 09:00 am – Mon, 29 Jun, 2026 at 05:00 pm (-08:00)
- **Event Description**: Planning for retirement? Learn to build wealth, cut taxes, and protect your future with tools designed for mid-aged professionals.About this EventGroup Discounts:Save 10% when registering 3 or more participantsSave 15% when registering 10 or more participantsDuration: 1 Full Day (9:00 AM – 5:00 PM)Delivery Mode: Classroom (In-Person)Language: EnglishCredits: 8 PDUs / Training HoursCertification: Course Completion CertificateRefreshments: Lunch, beverages, and light snacks includedCourse OverviewThe Retirement Plans for Mid-Aged course is designed to help you strategically plan your financial future and lifestyle stability post-retirement. Learn how to assess retirement goals, build a diversified portfolio, manage risks, and ensure a sustainable income for years to come. This program empowers you to take control of your retirement planning through evidence-based financial strategies and practical tools.Learning ObjectivesBy the end of this course, you will:Calculate your retirement income needs based on lifestyle goalsEvaluate a range of retirement investment instrumentsApply tax-efficient strategies to maximize retirement savingsDesign a sustainable budget and income stream post-retirementManage inflation, risk, and longevity with practical toolsCreate an actionable personalized retirement planTarget AudienceMid-career professionals, managers, and self-employed individuals.Why is it right fit for you:If you’re in the middle of your career and looking to secure your financial future, this course gives you the clarity and confidence you need. We combine financial expertise with actionable tools and real-world insights, helping you build a resilient and flexible retirement strategy. You’ll walk away with a customized plan that aligns your finances with your post-career dreams. Whether you’re aiming for a peaceful retirement, continued income, or legacy planning, this course puts you in control.©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.Does your organization want to support its employees in securing their financial future?We offer customized in-house retirement planning training to help your team build smarter financial habits and long-term stability. Want to add value to your employee benefits program? Let us tailor a practical retirement-focused financial literacy workshop for your workforce.📧 Contact us today to schedule a customized in-house, face-to-face session:   https://cdn-az.allevents.in/events6/banners/9d88acf0-f6bc-11f0-a7b3-9f39d05c56dc-rimg-w1200-h704-dc2f2f31-gmir.jpg   https://cdn-az.allevents.in/events9/banners/9dade830-f6bc-11f0-9be3-e3b7b4b0331e-rimg-w987-h740-dcbca890-gmir.jpg   https://cdn-az.allevents.in/events6/banners/9dd1c3e0-f6bc-11f0-9be3-e3b7b4b0331e-rimg-w1200-h678-dcffffff-gmir.jpg   https://cdn-az.allevents.in/events6/banners/9df30780-f6bc-11f0-a7b3-9f39d05c56dc-rimg-w1200-h524-dcffffff-gmir.jpg   https://cdn-az.allevents.in/events7/banners/9e0cf820-f6bc-11f0-9be3-e3b7b4b0331e-rimg-w1200-h436-dcffffff-gmir.jpg AgendaModule 1: Introduction to Retirement PlanningInfo: 
•	Importance of proactive financial planning
•	Calculating retirement income needs
•	Common retirement planning pitfalls
•	ActivityModule 2: Assessing Your Retirement NeedsInfo: 
•	Lifestyle and expense forecasting
•	Retirement goal mapping
•	Determining income gaps and funding needs
•	Case StudyModule 3: Investment Options for RetirementInfo: 
•	Stocks, mutual funds, bonds, and index funds
•	Real estate and passive income streams
•	Diversification strategies
•	ActivityModule 4: Tax Planning StrategiesInfo: 
•	Tax-efficient investment selection
•	Retirement account types and tax benefits
•	Managing taxable and tax-deferred assets
•	Case StudyModule 5: Managing Financial RiskInfo: 
•	Impact of inflation and market volatility
•	Insurance for health and long-term care
•	Building an emergency contingency fund
•	ActivityModule 6: Budgeting &amp; Cash Flow During RetirementInfo: 
•	Creating a realistic retirement budget
•	Managing withdrawals wisely
•	Balancing fixed and flexible expenses
•	ActivityModule 7: Estate &amp; Wealth ProtectionInfo: 
•	Essentials of wills and trusts
•	Legacy planning strategies
•	Protecting wealth across generations
•	Case StudyModule 8: Personalized Plan DevelopmentInfo: 
•	Building your customized retirement roadmap
•	Reviewing plan feasibility and adjustments
•	Creating action steps for execution
•	Activity
- **Event URL**: https://allevents.in/surrey/mid-life-retirement-planning-essentials-1-day-session-in-surrey/100001979961738860
- **Event Categories**: workshops, health-wellness
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fmid-life-retirement-planning-essentials-1-day-session-in-surrey-tickets-1979961738860
- **Ticket Price Range**: min: 605.73, max: 776.51, currency: CAD

## Event venue details

- **city**: Surrey
- **state**: BC
- **country**: Canada
- **location**: Regus - Surrey
- **lat**: 49.1383906
- **long**: -122.8430018
- **full address**: Regus - Surrey, King's Cross Shopping Centre, 7404 King George Blvd Suite 200, Surrey, Canada

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: Catils_inc (https://allevents.in/org/catils_inc/26713864)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events8/banners/2bd32c33912005f309aaebaebab3e76fb8377be7a549ef2f4f1d6408d3bb31d3-rimg-w1200-h903-dc8da9c1-gmir.jpg?v=1768995079
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events8/banners/3f4142a3a1375d2a6566c461dccc7297c580790ea03e857fec16d187e263b21b-rimg-w400-h400-dc8daac1-gmir.jpg?v=1768995079

## FAQs

- **Q**: When is the event happening?
  - **A:** Tue, 27 Jan, 2026 at 09:00 am (-08:00)
- **Q**: Where is the event happening?
  - **A:** Regus - Surrey, King's Cross Shopping Centre, 7404 King George Blvd Suite 200, Surrey, Canada
- **Q**: What is the ticket price?
  - **A:** starting from 605.73 up to 776.51 CAD
- **Q**: Who is organizing the event?
  - **A:** Catils_inc
- **Q**: What type of event is this?
  - **A:** workshops, health-wellness
- **Q**: Where can I find ticket details about Mid-Life Retirement Planning Essentials: 1 Day Session in Surrey ?
  - **A:** You can find ticket details about this event on AllEvents.

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