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Get Back To Your Roots | June 16, 2018

retirement seminar

Join Faisal and David for a wine tasting and seminar as they discuss:

  • How to rescue your retirement in a down or uncertain market
  • How to protect your wealth from market turbulence
  • How to set up your portfolio to generate enough income to sustain your lifestyle in perpetuity
  • Our five pillar strategy addressing competing financial goals as you approach, transition to, and live in retirement
  • Investment tips which could help your dreams come true
  • Investment traps which could burn through your wealth
  • How Dave and Faisal assess the securities they choose

Seating is limited. Book now to reserve your spot and find out how to protect your savings in all market conditions. Enter your contact information into our form. We will contact you to confirm your registration.

Register Now

Ensure Your Lifestyle Never Retires

Tuesday, April 17, 2018 7:00pm – 8:00pm Oakridge CO-OP Wine Spirits Beer

About Dave & Faisal

Faisal Karmali CIM(R) CFP(R), CDFA, FCSI(R)

Portfolio Manager, Investment Advisor

Faisal is a portfolio manager and investment advisor with a specialization in financial planning for those approaching and living in retirement. As a Chartered Investment Manager, a Certified Financial Planner, and a Certified Divorce Financial Analyst, Faisal has the training and technical expertise necessary to find solutions and answer some of the most complicated retirement questions.

More About Faisal

David M. Popowich CIM(R), CPCA

Portfolio Manager, Investment Advisor

David is a portfolio manager and investment advisor who specializes in helping affluent business owners and families transition into retirement, as well as those already enjoying retirement. David’s standing as a Certified Professional Consultant on Aging (CPCA) makes him a widely sought-after expert in his field.

More About David

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