Top Tips of 2018

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Hear some of Dave & Faisal’s picks for best tips of 2018!

Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some of the best tips for retirees from 2018!

Are you ready to retire? How do you know? Find out from the co-author of a study on retirement readiness. And Dave and Faisal chat about the 31 things to ask yourself when considering what to do in retirement.

Plus, save on taxes this year with some tips from CIBC’s Jamie Golombek regarding the tax changes for small businesses, and Navaz Cassam of GBL Inc. shares some tax planning strategies for high income earners and how to set up your own pension!

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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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