What Is the Executor’s Role When It Comes To Beneficiaries?

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Join Dave, Faisal, and guest host Rob Gerrie, Financial Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm.
They discuss the role of executor’s when it comes to your retirement planning and beneficiaries with Katharine Zhang, Partner at Walsh LLP.
Also on the show, Brian D’Costa, Founding Partner and President of Algonquin, discusses volatility and what you need to know as a fixed income investor.
Is inflation going to ruin your retirement? We discuss the impacts of inflation with Benjamin Tal, Chief Economist, CIBC World Markets Inc.
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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!

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