Courtney Stewart

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Courtney heads client service for PKAG and is your first point of contact with the team. With over 20 years of customer service experience, she understands how important it is to maintain consistency and quality in all client interactions. She works closely with the rest of the team to provide superior client support and handles everything from meeting schedules and account maintenance to processing trades, fund transfers, contributions, and withdrawals.

In her spare time, Courtney enjoys spending time with her husband and their dog Tigger.

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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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