Practical Tips for Investing and Estate Planning

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Join Dave and Faisal on More Than Money this Saturday, as they discuss how you can become a better investor with the principles of behavioural finance. They are joined by psychologist, behavioural finance expert and bestselling author Daniel Crosby to chat about how to overcome your own behaviour to make better investment decisions.

Then, get practical information about how to properly go through the probate process with the will of your loved ones. Estate lawyer Katharine Zhang of Walsh LLP joins Dave and Faisal to share her tips about how to manage this complex process, and the issues that could arise.

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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!

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