Congratulations!
You've just taken a huge step toward financial freedom.
Give yourself a huge pat on the back - you deserve it.
Upcoming Seminars
Sat, Oct 14St James Civic CentreOct 14, 2023, 10:00 a.m. – 11:00 a.m. CDTSt James Civic Centre, 2055 Ness Ave, Winnipeg, MB R3J 0Z2, CanadaOct 14, 2023, 10:00 a.m. – 11:00 a.m. CDTSt James Civic Centre, 2055 Ness Ave, Winnipeg, MB R3J 0Z2, CanadaAges 35+ This seminar is for the individual getting near or preparing to retire. Here's what we'll cover: What are some of the strategies available to help reduce taxes? What are the different types of retirement and pension plans? Learn about taxation at retirement & maximizing retirement income.
Thu, Oct 12Dakota Community CentreOct 12, 2023, 7:00 p.m. – 8:00 p.m. CDTDakota Community Centre, 1188 Dakota St, Winnipeg, MB R2N 3H4, CanadaOct 12, 2023, 7:00 p.m. – 8:00 p.m. CDTDakota Community Centre, 1188 Dakota St, Winnipeg, MB R2N 3H4, CanadaAges 35+ This seminar is for the individual getting near or preparing to retire. Here's what we'll cover: What are some of the strategies available to help reduce taxes? What are the different types of retirement and pension plans? Learn about taxation at retirement & maximizing retirement income.
Wed, Oct 11Garden City Community CentreOct 11, 2023, 7:00 p.m. – 8:00 p.m. CDTGarden City Community Centre, 725 Kingsbury Ave, Winnipeg, MB R2V 3E7, CanadaOct 11, 2023, 7:00 p.m. – 8:00 p.m. CDTGarden City Community Centre, 725 Kingsbury Ave, Winnipeg, MB R2V 3E7, CanadaFor ages 20-45 This seminar is an introduction to investing, we talk about the basics. What are the different types of investments? What kind of investor are you? When is a good time to invest? Get to understand the markets & the different types of investment accounts.
What are these seminars all about?
There's something for everyone here.
Saving Taxes in Retirement
For ages 35+
This seminar is for the individual saving for retirement or preparing to retire. Here's what we'll cover:
What are some of the strategies available to help reduce taxes?
What are the different types of retirement and pension plans?
Learn about taxation at retirement & maximizing retirement income.
How to Invest: Things Your Parents Never Taught You
For ages 20-45
This seminar is an introduction to investing, we talk about the basics.
What are the different types of investments?
What kind of investor are you?
When is a good time to invest?
Get to understand the markets & the different types of investment accounts.
Secure Your Spot
Act fast - only 30 spots available for each event!
Let me know if you can make it and which event you plan to attend. Thanks for registering!
Professional Affiliations
Certified Financial Planner®
