2020 Kickoff

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Start the new year off right with some tips that could save you money on taxes!

Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with Jamie Golombek, CIBC’s Managing Director of Tax and Estate Planning, about a few ways to start your year with potential savings on your taxes.

And find out how to mentally handle challenging situations, whether in your retirement or during this time of year, with Dr. Wendy Froberg, Psychologist, as she joins Dave and Faisal to talk about some strategies that she shares with her clients.

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More Than Money

Are you worried about running out of money in retirement?

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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 event today!

Sign Up Today
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