Ottawa Valley Outaouais Chapter's Events Calendar

 

Date of the Event: June 19, 2025

 

Program:

5:30 - 6:30 - Event Starts - Networking & Mixer Event

6:30 - 6:45 - Introductions and general welcome to the members/guests

6:45 - 7:45 - Guest Lecture & Q&A Session

 

Venue:  Room number-103, Goodes Hall, Queen's University, Kingston.

 

Presentation Title: Holistic Wealth Management Approach  

PDUs: 

Business Acumen- 0.5

Power Skills – 0.5 

 

Speaker Name: Arun Baby 

 

Speaker email: arunbabyy696@gmail.com

https://www.linkedin.com/in/arunbabyy

 

 

About Speaker:

Arun Baby is a licensed financial professional with a strong focus on corporate finance strategies and retirement planning. Based in the Greater Toronto Area, Arun brings over 4 years of industry experience and currently serves as an Executive Director with Experior Financial Group.

 

He is actively pursuing his CLU (Chartered Life Underwriter), CHS (Certified Health Specialist), and CFP (Certified Financial Planner) designations to further deepen his expertise. Arun is passionate about educating individuals and communities on the importance of financial planning, helping clients build secure financial futures through informed, strategic decision-making  

 

 

Session Abstract:

A well-structured retirement plan goes beyond just saving money—it involves strategic decision-making to secure long-term financial stability. Key elements include using tax-efficient methods to reduce liabilities and maximize retirement income, consulting with registered accountants to ensure compliance and optimize financial strategies, and establishing a solid foundation for estate planning. Estate planning helps protect your assets and ensures they are distributed according to your wishes, providing clarity and peace of mind for both you and your loved ones. By integrating these components, individuals can approach retirement with greater confidence and control over their financial future.

 

Learning outcomes:

•Learn tax-efficient methods to maximize retirement income

•Know how to effectively collaborate with registered accountants

•Gain a basic understanding of estate planning essentials