Join Senior Financial Consultant, Mike Abou-Mechrek and Registered Retirement Consultant Sam Lichtman as we go in depth on advanced tax and retirement planning.
Whether you own a business or worked at the same job for 30 years, this has something for you.
This seminar is most applicable to people within 10 years of retiring or ages 50 plus.
Our topics include:
How much money you need to retire
When to take CPP
Advanced investment planning
Registered plan income strategies
How to defer and pay less tax in retirement
How to increase your estate value
How to pass on wealth to the next generation
Mike is a senior financial consultant with private wealth management at Investors Group Financial Services. Mike was an influential part of the Saskatchewan Roughriders 2007 Grey Cup victory playing on the offensive line. Mike has gone from top of the football world to top of the financial world. He has double degrees in economics and religious studies from the University of Western Ontario and has completed his CFP, CLU and RRC designations. He has made it his practice to provide clients with expert financial advice, and has specialized in retirement and tax planning.
Sam has 5 years experience in the financial industry, and provides a fresh, modern approach to investing and financial planning. Recently having received a platinum award in personal financial planning, Sam commits to continuous learning and has obtained his RRC designation (Registered Retirement Consultant).
To register please email Priya.Parmar@investorsgroup.com or call 306-757-1838 ext 206