Planning For Retirement Success

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Hear about a few areas where you have more planning control than you think!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they share some great tips about areas of your financial life where you have more planning control than you think. They chat with lawyer Suzana Popovic-Montag of Hull & Hull LLP about writing your will in a way that will help prevent a court from changing it.

And your home is a major cost in retirement – but is it better to rent or own? Frederick Vettese, Author and Actuary, joins Dave and Faisal with the surprising mathematical answer!

Then, don’t miss Dave and Faisal chat about investing. They ask if your view of the market is too extreme, and talk about the biggest financial risk to your retirement that you may not be aware of.

 

Wishing you and your family all the best in 2021!

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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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