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Van Alphen Advisory Team

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Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (250) 770-2116
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Retirement Readiness: Turning Savings into a Plan for Life

Retirement Readiness: Turning Savings into a Plan for Life

Nov 07, 2026 04:00 PM Pacific Standard Time - Nov 07, 2026 06:00 PM Pacific Standard Time

Approaching retirement? Know which decisions matter next.

Join Robert Van Alphen, Investment Advisor with CIBC Wood Gundy, for a practical conversation about bringing your retirement income, spending, investments, taxes and family priorities together.

Saturday, November 7, 2026 | 4:00–6:00 p.m. PST
Bufflehead Coffee Shop at the Lakeside Resort, Penticton

We’ll explore how to:

  • Connect your savings to the retirement lifestyle you want
  • Map potential income sources and spending needs
  • Coordinate withdrawals and important tax considerations
  • Prepare for changing markets and unexpected expenses
  • Organize beneficiaries, documents and family conversations

You’ll receive a practical retirement-readiness checklist to help identify which decisions matter next.

Complimentary hospitality:
Freshly prepared coffee served by a professional barista, along with tea, charcuterie and light bites.

Reserve Your Seats

Click RSVP below to open an email. Include your name, the number of seats requested and any guest’s name, then press Send.

If the RSVP button does not work with your email program, email kassity.vanalphen@cibc.com directly with Retirement Readiness RSVP in the Subject line.

You may also call the Van Alphen Advisory Team at 250-770-2116.

Your seats are reserved only after our team replies with confirmation.

A general Contact Us form is also available near the bottom of this page. Please do not include account numbers or confidential financial information.

RSVP RSVP to Retirement Readiness: Turning Savings into a Plan for Life
 

Address

Van Alphen Advisory Team Address
399 Main Street
Suite 105
Penticton, BC V2A 5B7
Telephone number: (250) 770-2116
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.