Retirement Planning: Investment & Tax Strategies for a Secure Retirement
Event Information
About this Event
Did you know that an average baby boomer is $275,000 shy of retirement goal? At least according to a recent RBC study. See more here: https://bit.ly/2JFOyYz
During the event we will talk about the strategies of planning one's major financial goals and the strategies to get there.
In particular we will discuss the following:
• How much do you actually need in retirement?
• The main reasons so many people unable to reach their financial goals?
• How to understand and overcome our own misguided beliefs about wealth.
• What tax strategies will have the biggest impact on you?
• How to benefit from understanding the financial system in Canada
Handouts will be provided. We will do several exercises to plan our own retirement. We will also discuss systems that can be put in place to ensure that we get there.
Cost: $10 (until December 8th)
$25 (after December 8th)
We have 100% unconditional money back guarantee if not satisfied with the event.
Refreshments will be provided.
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About the speaker:
Speaker: Alexei Schwartzman is a Certified Financial Planner who has been guiding clients to achieve their financial goals since 2008. His area of focus is with investments, taxes and teaching financial concepts to others.