What Are You Missing in Retirement?

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Learn about some of the most important topics people don’t talk about!

 

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the important retirement items that no one talks about. Hear about how isolation can impact your health, based on Canadian statistical research, from Pamala Ramege-Morin of Statistics Canada.

 

And find out what the duties of an executor are, as well as how you can pass them on to others if you can’t be the executor for a loved one, with Katharine Zhang, Partner at Walsh LLP.

 

And Dave and Faisal talk about what a realistic return on investments looks like, and what conversations they’re not having with clients right now.

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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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