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How to protect pets in estate planning

March 23, 2024 | Legacy Lifestyle Taxes

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Katharine Zhang, Partner with Walsh LLP, about how to provide for your pets in your estate plans. Also on the show, Nishadh Mohammed, Editor with HelloSafe, talks about how owning a dog is getting more expensive and how that could impact […]

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Can divorce ruin your retirement?

March 16, 2024 | Economy Legacy

Join Dave Popowich and Faisal Karmali as they talk to Marcus Sixta, Founder, Senior Family Lawyer, and Mediator at Crossroads Law and Coach My Case, about why more Canadians are getting divorced later in life and the impact divorce can have on your family and your finances. Also on the show, Hilary McMeekin, Director, Communications […]

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The future of healthcare

March 9, 2024 | Economy Health Lifestyle

Join Dave Popowich and Faisal Karmali as they talk to Lesley Keyter, CEO and founder of The Travel Lady, about everything you need to know before going on a solo adventure. Also on the show, Dr. William Cherniak, Emergency Room physician and CEO and founder of Rocket Doctor, talks about a safe, easy, and quick […]

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Adding resilience to your retirement toolkit

March 2, 2024 | Growth Health Legacy Lifestyle

And, the top 10 retirement destinations for 2024 Join Dave Popowich and Faisal on More Than Money as they talk to Dr. Robyne Hanley-Dafoe, educator, author, and resiliency expert, about how resiliency can be a powerful tool when it comes to navigating your retirement experience. Also on the show, Kathleen Peddicord, founder and CEO of […]

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What’s keeping the wealthy up at night?

February 3, 2024 | Economy Health Lifestyle

Join Dave Popowich and Faisal Karmali as they talk to Melanie Wilcox, Executive Vice President Personal Risk Services with Chubb, about why financial success is tougher than ever to achieve and even more challenging to protect. Also on the show, Cindy Bond, Community Educator with Alzheimer Calgary, discusses the benefits and challenges of traveling for […]

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Are you helping your kids financially?

January 27, 2024 | Economy Income Lifestyle Taxes

Join Dave Popowich and Faisal Karmali as they talk to Rob Carrick, Personal Finance Columnist at The Globe and Mail, about a survey showing that parents are now having to help their adult children afford to live in their homes, not just buy them. Also on the show, Rob Cross, Life Coach, Speaker, and Author […]

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Can you reduce your risk of dementia?

January 20, 2024 | Economy Health

Join Faisal Karmali and Rob Gerrie as they talk to Tony Crescenzi, Executive Vice President, Market Strategist, and Generalist Portfolio Manager with PIMCO, about the economic outlook for 2024 and what opportunities it might present for investors. Also on the show, Megan Williams, Communications Specialist with Alzheimer Calgary, dispels some common misconceptions about Alzheimer’s and […]

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Do you want to retire overseas?

January 13, 2024 | Health Lifestyle

Join Faisal Karmali and Leanna Wachniak as they talk to Ronan McMahon, Founder and Editor of Real Estate Trend Alert, about the top overseas locations to invest in–or retire to. Also on the show, residents of one Calgary retirement home are facing a 55% rent hike. Kathy Mendham, Founder and Seniors Advisor with Proactive Seniors, […]

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How to protect pets in estate planning

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WHY SHOULD YOU COME TO OUR SEMINAR?

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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