
Straight Talk for Retirement Success (Calgary)
Date and time
Location
University of Calgary Downtown Campus
906 8 Avenue Southwest
The Workshop will be in Event Centre C
Calgary, AB T2P 1H9
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.