Will You Be On The Hook For Your Loved One’s Estate Tax Bill?

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Hear about a recent case that suggests you could be!

Join Dave & Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek about a recent case that highlights how far the CRA can reach for to claim taxes on an estate.

Plus, if you’re a public sector pension plan member, don’t miss a discussion with actuary Pat Johnston, as he talks about some major changes that are coming on April 1 to the way your pension value is calculated that could significantly reduce the amount you receive!

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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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