
Straight Talk for Retirement Success (Calgary)
Date and time
Location
Mount Royal University
4825 Mount Royal Gate Southwest
EC Building (where the Glen Ross Hall is) in room EC2065
Calgary, AB T3E 6K6
Canada
Description
Here's What You Will Learn:
-How to generate solid risk-adjusted returns in rising equity markets
-How to take advantage of rising interest rates
-How to save on investment management fees
-How to integrate options, private equtiy, and debt into your portfolio
-How to legally minimize income taxes before, during and after retirement
-How to deal with lump sums from employer pension and savings plan, inheritance or the sale of assets like real estate or your private business
-Insightful strategies for dealing with aging family members
And Most Importantly, We'll Show You How To Build A Realistic Plan That Integrates Everything As Mentioned Above And More - Based On Your Family's Values, Beliefs, Priorities And Financial Situation.