Josie supports PKAG in all aspects of client account administration. With over 10 years of experience in financial services, holding roles from administration to management, she is able to make updating accounts, preparing tax documents, and other administrative tasks a smooth process for clients.
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More Than Money
How do tax changes impact you and what should you do about it?
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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
