Wealth Creation and Preservation Seminar

When? Wednesday, May 16, 2018 at 7:00 PM

Where? Browns Line Church Hall, 739 Browns Line, Toronto

 

Create a secure foundation for your retirement!

Everywhere you turn, conversations are going on about retirement- and for good reason. With the transition of Canada’s baby boomers to retirement, there are many issues to consider. This seminar discusses Canada’s retirement landscape with a specific focus on retirement income. Changes to government benefits will be discussed along with options and considerations for the transition of personal savings from accumulation to spending. Invitations are extended to members, their families, and friends wanting to learn more about retirement planning.

 

Featured Speaker

 

Wilmot George, CFP, TEP, CLU, CHS
Vice-President, Tax, Retirement and Estate Planning

Throughout his career, Wilmot has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis and has completed numerous courses related to taxation, securities and mutual fund investing, insurance and estate planning.

Since 2001, Wilmot has spent his time guiding financial advisors on tax and estate planning matters through presentations, one-on-one consulting, bulletin writing and marketing communications, and has been seen and heard in various financial forums, including The Globe and Mail, The National Post, Advisor.ca, and Investment Executive.

 

Interested in attending? 

Save your seat and RSVP through Facebook or email.

 

Bring your questions and a friend!

 

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