
Straight Talk for Retirement Success (Edmonton)
Date and time
Location
MacEwan University - Robbins Health Learning Centre
10930 104 Avenue Northwest
Classroom 9-215 on the 2nd floor of the Robbins Health Learning Centre
Edmonton, AB T5J 4S2
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.