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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.
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.