Trusts: Are they the right option for you?

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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

How does the 2024 Federal Budget impact you?

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WHY SHOULD YOU COME TO OUR SEMINAR?

Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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