Portfolio Structure, Real Estate and Tax Mistakes

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Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

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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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