Association of Romanian Engineers in Canada

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Protecting Your Estate: Keeping it Safe from Creditors and the Tax Man! - 2019-09-25



DATE, TIME & LOCATION

Wednesday September 25th, 2019

7:30PM Registration
8:00PM Seminar

Monte Carlo Suites - Vaughan Suites
705 Applewood Crescent, Concord, ON

Please register in advance at
416.895.6561 or sergiu.hirtescu@investorsgroup.com

 

IG Wealth Management Invites you to a Special Educational Seminar for AREC Members: Protecting Your Estate: Keeping it Safe from Creditors and the Tax Man!"

Your Host, Sergiu Hirtescu, CFP®, CIM®, FCSI® is proud to present guest speaker: Dan Collison, B.A, CFP®, TEP

Dan is a lecturer on personal financial management in the MBA program at Schulich School of Business, York University. He is a Certified Financial Planner and a Registered Trust and Estate Practitioner with the Society of Trust and Estate Practitioners (STEP)

Topics
• What are Retirees' biggest financial mistakes and what to do to avoid them
• Reducing taxes on your Retirement Income
• Eliminating the Estate Tax Trap
• Preventing Estate Distribution Nightmares
• Protecting your and your beneficiaries' assets

We encourage you to bring a guest who you believe would benefit from an introduction to IG Wealth Management and our Team. We look forward to hosting you.

All attendees will receive a complimentary Financial Planning Kit

 

Sergiu Hirtescu - Sergiu.hirtescu@investorsgroup.com - 416-895-6561
Investors Group Financial Services Inc.

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