Upcoming Events
Helping our clients reach their goals and understand their financial picture has always been a top priority for us. This is why we aim to host informative seminars, so that we can help give the assistance you need, as well as have all your questions answered. So, it’s time to stop guessing about your financial picture today and join us for one of our upcoming webinars!
Don’t see a webinar that pertains to you or your financial questions? It’s no use staying in the dark. Feel free to contact us today to set up a meeting and get your important questions answered.
Online Event: Dollars Making Sen$e
Date: Saturday February 5th, 2022
Time: 10 am – 11:30 am
Location: Online
Not sure where to start when it comes to planning for your future? Wondering how much you of your income you need to save? We can help! We understand that pre-retirement planning can be incredibly overwhelming, especially if you don’t know where to start. In Dollars Making Sen$e we’re outlining the initial steps that need to be taken so that you can formulate your plan for success, reaching your retirement goals. It’s never too early to start thinking about your future. In fact, the earlier the better! Join us on February 5th so that you can determine your path of success and start preparing.
If you are 25 - 50 years old, this webinar is ideal for you. Other topics to discuss include:
Percentage of income you should aim to save
If you should contribute to an RRSP or a TFSA
If your group RRSP is enough
How to build a personal pension plan (like the CPP)
In-Person: Dollars Making Sen$e (50+)
Date: Saturday February 5th, 2022
Time: 12pm – 1:30pm
Location: Online
Are you looking to retire in the next 5 years? Post retirement planning can be extremely overwhelming! After all, it can be challenging for many to determine exactly how much they’ll need during their golden years. In Dollars Making Sen$e, we’re breaking down post retirement planning in an easy and stress-free way, allowing you to determine your retirement plan and discover the path that will help you get there. Stop stressing about your retirement plan and let’s create actional steps that will help you enjoy the next stage of your life!
If you are 50 years or older, this webinar is ideal for you. Other topics to discuss include:
How to maximize tax on annual income
When should you take CPP and/or OAS?
How to avoid claw back of OAS
How can you minimize tax on your estate?
Sign up for our latest free webinar!
ITS EASY!
Please indicate in the message section:
-Which webinar your would like to attend
-Phone number
-How many will be attending (and others names)