Upcoming Events
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Pre and Post Retirement Tax & Income Strategies
Dinner Presentation (with appropriate social distancing)
This talk will be of interest to those who are concerned with minimizing and offsetting the Old Age Security Clawback and making their portfolios tax proof.
Coming Soon
To Be Determined
Register
Coming Soon
5 Ways to Increase Retirement Income in Uncertain Times
Dinner Presentation
This talk will be of interest to those who are within ten years of retirement as well as those who are already retired. Over dinner and wine, Tracy will answer all your questions about managing your investments and pre and post retirement tax and income strategies.
Coming Soon
To Be Determined
Please call or contact us to register for this event.
Essentials of Building a Retirement Nest Egg
Dinner Presentation
This talk will of interest to those actively saving for retirement.
Coming Soon
To Be Determined
Please call or contact us to register for this event.