Gift or loan? Why it’s important to document your intentions

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Join Dave Popowich and Faisal Karmali as they talk to Katharine Zhang, Partner with Walsh LLP, about a recent court case involving a parent transferring property to an adult child and why it’s important to document your wishes.

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More Than Money

Why are expats renouncing their U.S. citizenship?

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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.

Sign up for their seminar today!

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