Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about trusts. What are they used for and how do you know if they are the right option for your situation?
Also on the show, Gary Poier, author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients, talks about how you can get the most out of your retirement.
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More Than Money
What place should dividend paying stocks have in your portfolio?
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:
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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