Seminar Registration

Take Control of Your Retirement with Skilled Guidance

You’ve worked hard to build a strong financial foundation, but as retirement approaches—whether it’s just ahead or already here—it brings new challenges.

How do you make sure your money lasts, protect what you’ve built, and still live the lifestyle you’ve worked so hard for?

Join us for an in-person seminar designed specifically for Albertans like you. We’ll cover common retirement pitfalls and share practical strategies to help you navigate them with confidence.

With our extensive expertise and careful research, we offer a perspective you won’t find anywhere else.

Find out how our team can provide personalized solutions and address the concerns others may miss, helping you secure your financial future and enjoy retirement on your terms.

Check out details for our latest seminar below. Spaces are limited—reserve your spot today!

Calgary Seminar

December 3, 2024

7:00 – 8:00 pm

Carriage House Inn

9030 MacLeod Trail S.
Calgary, AB, T2H 0M4

Register Today

Lethbridge Seminar

To Be Announced

Why Should You Attend?

Retired

If you’re retired and looking to reassess your financial strategy, whether due to evolving goals or a need for a fresh perspective, our seminar offers essential insights to help you refine your plan and ensure a secure and fulfilling retirement.

Planning for Retirement

If you’re considering retirement in the near future, this seminar will provide you with valuable insights into what lies ahead, including managing health changes and navigating market fluctuations, helping you prepare for a smooth transition into retirement.

Retiring in 5 to 10 Years

If you’re within 10 years of retirement, this seminar will guide you through smart investing strategies and planning your daily life post-retirement. We’ll help you navigate each step of the process to ensure you’re well-prepared for this exciting transition.

What You Will Learn During the Seminar

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

Dave and Faisal’s 5 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, Faisal and their team can help protect you with their process

Retirement is About More Than Money

For regular updates on what you can expect during retirement, sign up for the More Than Money weekly newsletter, or listen to the show on QR Calgary (770AM) every Saturday or wherever you get your podcasts!

Listen Now

More Than Money

Are you worried about running out of money in retirement?

As Seen On

ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

Do I have enough saved to retire comfortably and sustain my lifestyle?
How will rising inflation and unpredictable markets affect my income?
What’s the plan if my health deteriorates or my care needs change?
Will I be able to pass on my wealth to my family without unnecessary tax burdens?
Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Sign Up Today