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Legacy Bucket: Beyond Estate Planning

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Learn more about the Legacy Bucket as Dave Popowich, host of More Than Money Radio and Portfolio Manager at the Popowich Karmali Advisory Group, CIBC Wood Gundy, explains why it is so important, even during your lifetime. Dave appeared on CTV Morning Live to chat with Jefferson Humphreys about the impact of a well-planned legacy bucket.

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Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

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