08/20/2024
Join Us for an Afternoon of Insights and Networking!
Tuesday, September 17th, 2024
The Link Golf Course – Fireplace Hall
100 Links Rd, Spruce Grove, AB
2:00 pm to 5:00 pm
We’re excited to invite you to a unique afternoon that is tailored for real estate agents, mortgage brokers, and entrepreneurs like yourself. This casual gathering will feature a presentation by renowned local Financial Planner and Investment Advisor, Amanda Chubey, and Insurance & Estate Specialist, Brenda Albers. Both women will share valuable insights on how you can focus on your own financial goals and plans – beyond the work you do for your clients. It’s a unique opportunity to gain practical advice for you and your loved ones, while networking with fellow local professionals in your industry and enjoy light refreshments.
Key discussion points:
Cash Flow Management – effective strategies to manage income and expenses
Tax Planning – guidance on optimizing tax strategies tailored to minimize liabilities for incorporated and self-employed individuals
Retirement Planning – creating a savings plan tailored to various income scenarios and how best to take advantage of the numerous registered accounts in Canada, including details on TFSA, RRSP, FHSA, IPP accounts
Investment Strategies – developing an investment plan that aligns with both personal and business goals, focusing on diversification and risk tolerance
Risk Management - identifying and mitigating risks, including insurance needs (health, disability, liability) and emergency fund planning
Succession Planning – planning for the future including estate planning, transfer of ownership, business continuity strategies
Please RSVP by September 9th directly to [email protected] or by posting in the comment section below.
Seats are limited so RSVP today!