Don’t make the mistake of being unprepared for your retirement
Whether you’re approaching retirement or already enjoying it, this stage of life is all about making sure your finances and lifestyle work hand in hand. It’s a time when you want to protect your wealth, make sure your income lasts, and plan for your family’s future.
But have you thought about more than just the money?
What kind of lifestyle do you want in retirement? What experiences are you hoping to enjoy? It’s important to have a team that really gets your financial goals and your dreams for how you want to live, so you can make the most of this time.
Why not take the next step toward a fulfilling retirement? Join us for one of our free, in-person seminars in Calgary and Lethbridge, where we’ll talk about common financial pitfalls in retirement and how we can help you avoid them.
Calgary Seminar
Ensure Your Lifestyle Never Retires
September 10, 2024
7:00 – 8:00 pm
Carriage House Inn
9030 MacLeod Trail S.
Calgary, AB, T2H 0M4
October 29, 2024
7:00 – 8:00 pm
The Hamptons Golf Club
69 Hamptons Dr NW
Calgary, AB T3A 5H7
December 3, 2024
7:00 – 8:00 pm
Carriage House Inn
9030 MacLeod Trail S.
Calgary, AB, T2H 0M4
Lethbridge Seminar
Ensure Your Lifestyle Never Retires
September 24, 2024
7:00 – 8:00 pm
Sandman Signature Hotel
320 Scenic Drive S.
Lethbridge AB, T1J 4B4
November 5, 2024
7:00 – 8:00 pm
Sandman Signature Hotel
320 Scenic Drive S.
Lethbridge AB, T1J 4B4
Get More from Retirement
Retirement is one of the most complex and vulnerable stages of your life.
You’re facing unique financial challenges like protecting your income, growing your savings, and providing for your family after you’re gone.
But have you only thought about the money?
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Register for Dave and Faisal’s seminar to learn how PKAG can help.
Who Can Sign Up?
Retired
Whether you’ve entered retirement without a plan or have changed your retirement goals, this seminar can provide you with the base information you need to revise and strategize the best retirement possible.
Planning for Retirement
If you’re planning on retiring soon, this seminar will give you even better insight on what to expect with the coming years ahead, from health changes to weathering a fluctuating market.
Thinking About Retiring in 5 to 10 Years
From smart investing strategies to deciding how you’d like to spend your day-to-day, this seminar will help you through it all step-by-step even if you are not close to retiring just yet.
What You Will Learn
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 and Faisal assess the securities they choose
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!
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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 free event today!
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More Than Money
- 500 Centre St S 27th Floor
- Calgary, AB T2G 1A6
- Phone: (403) 966-8400
- Email: [email protected]
About Us
More Than Money
- 500 Centre St S 27th Floor
- Calgary, AB T2G 1A6
- Phone: (403) 966-8400
- Email: [email protected]
Popowich Karmali Group
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
