News Releases

Media Advisory/InvitationExperts Help Boomers in Kitchener/Waterloo Take Charge of Their Retirement

TORONTO, May 27, 2009 – Recent economic events have shifted many people's vision for retirement, and in such times it is especially important to have a solid plan for the future.

BMO has invited clients from the Kitchener/Waterloo area to gain new perspectives on the economy and retirement issues facing boomers today by attending this unique interactive retirement workshop featuring one of Canada's most influential women, Dr. Sherry Cooper, as well as author and retirement expert, Dr. Amy D'Aprix.

Dr. Cooper will provide insight into the current economic situation and the impact it has on retirement, while Dr. Amy D'Aprix will lead an interactive workshop that explores retirement issues and their financial implications.

“There have been lessons learned in this volatile period as many have watched their hard-earned savings diminish,” said Dr. Cooper. “There could be no better time to create or refresh your financial plan, and restructure your portfolio to reflect the ‘new normal' environment.”

“The interactive workshops will help boomers set their thoughts in motion about retirement goals that look beyond the first few years of retirement or “the big dream”. Today, retirement can last 20 to 30 years and take on a number of different stages which most of us overlook in our planning,” said Dr. D'Aprix.

WHO:
Dr. Sherry Cooper, Executive Vice-President, Global Economic Strategist BMO Financial Group; Chief Economist BMO Capital Markets, and author of The New Retirement – How It Will Change Our Future.

Dr. Amy D'Aprix, MSW, PhD, CSA; Life Transition Consultant to BMO Financial Group; author, coach, and expert in aging, retirement, and caregiving issues.

WHEN:
Thursday, May 28, 2009
5:30 p.m. – 8:30 p.m.

WHERE:
Delta Kitchener-Waterloo, Grand Ballroom 105 King Street East, Kitchener, ON

For more information and to see video highlights of previous Take Charge of Retirement workshops please visit: www.retirementyourway.com/workshop.

All media who wish to attend or to arrange for an interview please contact Martha.McInnis@bmo.com or 416.867.3996.

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