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      Nortel Pension Plan Wind-Up Seminar in Ottawa

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      October 18, 2012

      Thursday   7:00 PM - 8:30 PM

      1525 Carling Avenue (between Kirkwood and Churchill)
      Ottawa, Ontario K1Z 8R1

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      EVENT DETAILS
      Nortel Pension Plan Wind-Up Seminar

       Nortel Pension Plan Wind-Up Seminar

      For current, former, and retiree Nortel Networks employees who are still members of the Part I and Part II pension plans and resident in Ontario.

       

      Agenda

      • Overview of events
      • Impact on pension plans
      • Ontario Pension Benefit Guarantee Fund
      • Ontario legislative changes
      • Federal legislative changes
      • Impact on retirees
      • Pension plan wind-up    
      • Commuted value vs. annuity
      • Lump sum examples

      A copy of the PowerPoint slides will be sent to you by email a few days following the workshop.

       

      There are no handouts provided on site.

       

      The Speaker

      Thomas Ryan is the founding partner of the financial planning and wealth management firm of Ryan Lamontagne Inc. Thomas has over twenty five years of experience in the financial services industry, the last fifteen years as the senior partner at Ryan Lamontagne Inc. Thomas is a graduate of the University of Ottawa Commerce Program, and holds the designation of Certified Financial Planner. His clients benefit from his extensive experience in taxation and wealth management, as well as his expertise in comprehensive financial planning. Thomas is recognized as an expert in the area of personal and corporate tax planning and he specializes in comprehensive financial planning and wealth management for executives, business owners, and high net worth individuals.

      Tom also spent 8 years as a workshop instructor, providing hundreds of Charting Your Course (CYC) financial education and pension option seminars to Nortel Networks employees.

      Away from the office, Thomas enjoys an active lifestyle centered on his family and his passion for sports and outdoor activities. He is a seasoned and accomplished marathon runner. He is also active within his local community and has served for the last 5 years as a member of the Executive Committee of Gloucester Hornets Soccer, which is the competitive branch of the Gloucester Soccer Association.

      Categories: Conferences & Tradeshows

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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