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Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Katharine Zhang, partner with Walsh LLP, about trusts. What is it, why would you need one, and how does it fit into your total wealth plan.
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More Than Money
What place should dividend paying stocks have in your portfolio?
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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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More Than Money
- 500 Centre St S 27th Floor
- Calgary, AB T2G 1A6
- Phone: (403) 966-8400
- Email: [email protected]
About Us
More Than Money
- 500 Centre St S 27th Floor
- Calgary, AB T2G 1A6
- Phone: (403) 966-8400
- Email: [email protected]
Popowich Karmali Advisory Group
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
