{"id":9720,"date":"2025-06-17T09:00:11","date_gmt":"2025-06-17T13:00:11","guid":{"rendered":"https:\/\/www.batirente.com\/?p=9720"},"modified":"2025-06-20T14:36:21","modified_gmt":"2025-06-20T18:36:21","slug":"4-steps-to-take-this-summer","status":"publish","type":"post","link":"https:\/\/www.batirente.com\/en\/4-steps-to-take-this-summer\/","title":{"rendered":"4 steps to take this summer!"},"content":{"rendered":"

Summertime has finally arrived! This is the perfect time to take a moment to think about your short-, medium- and long-term projects!<\/p>\n

Considering a move or renovations? Do you want to build an emergency fund? Have you reached a point in your life where you are thinking about moving up your retirement plans?<\/p>\n

Whatever your situation, you can keep track of all your projects by completing these 4 steps this summer in the\u00a0MY\u00a0ACCOUNT<\/a> secure section:<\/p>\n

    \n
  1. Carefully read your financial statement, it provides you with key information about your savings, investments, and retirement.<\/li>\n
  2. Set your retirement goal: we also offer you On Target Retirement<\/em>\u00ae<\/sup>, a simple tool for planning and tracking your progress toward achieving your retirement goals. Whatever your age, by answering a few questions, you will get a plan to get there.<\/li>\n
  3. Complete your investor profile: did you know that it\u2019s good practice to review your profile every two years? Your situation may have changed and impacted your risk profile. You may want to complete or update your risk profile online to see where you stand.<\/li>\n
  4. B\u00e2tirente mobile app<\/a>* to follow your savings, anywhere, anytime!<\/li>\n<\/ol>\n

    We wish you a nice summer!<\/p>\n

    \u00ae<\/sup> Registered trademark owned by Desjardins Financial Security Life Assurance Company.<\/em><\/p>\n

    *Apple and the Apple logo are trademarks of Apple Inc., registered in the United States and other regions. App Store is a service mark of Apple Inc.<\/em>
    \nGoogle Play and the Google Play logo are trademarks of Google LLC.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

    Summertime has finally arrived! This is the perfect time to take a moment to think about your short-, medium- and long-term projects! Considering a move or renovations? Do you want to build an emergency fund? Have you reached a point in your life where you are thinking about moving up your retirement plans? Whatever your situation, you can keep track of all your projects by completing these 4 steps this summer.<\/p>\n","protected":false},"author":3,"featured_media":21961,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"categories":[24],"tags":[40,34],"class_list":["post-9720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-your-goals","tag-plan","tag-save"],"acf":[],"yoast_head":"\n4 steps to take this summer! - B\u00e2tirente<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.batirente.com\/en\/4-steps-to-take-this-summer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 steps to take this summer! - B\u00e2tirente\" \/>\n<meta property=\"og:description\" content=\"Summertime has finally arrived! 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