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Retirement Planning

Programs that help people of all ages plan financially for retirement. Services may include a review of existing assets, retirement goals and expected retirement income and assets; analysis of options which may include work-related and individual retirement accounts, investments, savings accounts, trusts, annuities and insurance policies; and assistance in formulating strategies for money management, asset growth and protection, and realistic goal setting based on the client's age, current lifestyle, financial obligations and future earnings potential.

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The above terms and definitions are part of the Taxonomy of Human Services, used here by permission of INFO LINE of Los Angeles.


In partnership with...

Centraide Québec et Chaudière-Appalaches
Ville de Québec
Ville de Lévis
Centre d'action bénévole Bellechasse - Lévis - Lotbinière