Why baby boomers will underperform retirement and what it means to charitable giving

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Event Info
Summary:

​Adam Chapman from Legacy Partners of London will join us for our first Lunch & Learn of the season!

Adam will discuss the history of retirement, the issues it poses to baby boomers, how we can help combat theproblem, and how it applies to charitable giving. He will explore how baby boomers will "underperform" retirement. Not because of investment underperformance, but because the fear of running out of money prevents them from fully utilizing what they have. Which means they will ultimately leave experiences on the table. 

A London area native, Adam grew up in Melrose Ontario, well before there was a traffic light. He completed his B.ACS from Western and started his role as a Financial Advisor in 2005 and has since added both CFP and CLU designations. Adam’s business, whether working with other advisors or clients, has been focused on retirement transition planning. He actively encourages clients to use their assets and live a life without regret.

CAGP London will take a few moments to host our Annual General Meeting prior to this session. 

This sesson has been approved for 1.5 CFRE credits. 

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When

14 September, 11:45am to 14 September, 1:30pm

Where

200 Collip Circle
Windermere Manor
London,  Ontario  N6G 4X8 Canada

Contact

trish.gergich@von.ca
Phone: 519-476-8848

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