WORKSHOPS

At Raimondo & Associates Ltd., we offer workplace financial planning seminars in a variety of formats, each customized to integrate with the employer’s total compensation program.  Employees build financial literacy while deepening their understanding and appreciation of their direct pay, pension, savings, and benefit programs.

Sample topics include: 

  • Taking Stock – How to Complete Personal Financial Statements
  • Managing Your Cash Flow – Simple, Not Easy
  • Managing Financial Risk – When Bad Things Happen to Good People
  • It Pays to Talk About Taxes
  • RRSP Q&A 4 U – Facts & Misconceptions
  • Investing Clarity – Start with the End in Mind
  • How to Choose a Financial Advisor
  • Understanding Investment Management Fees
  • Retirement Planning – How Much is Enough?
  • Creating Lifetime Income in Retirement – Converting Assets to Cash Flow

The Presenter

Over the past 25 years, Rose Raimondo has delivered over a hundred workplace seminars explaining financial planning concepts and strategies in clear, practical terms. She has a talent for helping clients consider the financial, behavioural and relational implications of the choices available to them.

sponsor FEEDBACK

 "The combination of Rose’s technical knowledge and communication skills resulted in her presentations being well received by our employees.  Her easy going, friendly, and down to earth personality make her a pleasure to work with.  I wouldn't hesitate in rehiring her or recommending her services to others."                                         Leader, Pension and Savings Plan Management, a North American commodity chemicals company  

"Rose has worked with a number of our employees, including high earners, to help them formulate specific financial or retirement plans on termination or retirement.  She is extremely knowledgeable and has an engaging manner that facilitates a comfortable and effective relationship either with a large group or in one-on-one consultations.  We would not hesitate to use her services again."                                                                   - Director, Pensions, one of Canada’s largest non-regulated power generation and wholesale marketing companies

EXECUTIVE RETIREMENT PLANNING  

We also provide company-sponsored individual retirement planning services to employees and executives.   Our acquired knowledge of the employer's total compensation program provides seamless service to retiring employees.

WHAT OUR CLIENTS SAY

“This workshop should be given to employees as soon as they become permanent employees of the company!" 

"The session helped me think through the financial decisions I need to make and provided a decision making framework."

"Excellent instruction, informal, well presented."