Get Rich Slowly

 
 
Our next seminar: 
 
"Get Rich Slowly"
Creative strategies for building wealth before & during retirement
 
Monday, February 10th, 2020
 
6:30-8:30pm
 
300, 1210 8th Street SW

 

 

The best way to get ahead financially and live the life you have always imagined:

 

Join us at our next seminar to learn

what you need to do to maximize your wealth growing opportunities:

 

- determine the best investments for each stage of life

- methods to avoid unnecessary taxes and interest

- how to use the bank's money to grow yours

- The number 1 Key to financial success

 

Suitable for all ages

 

Cost: $25.00 (Free for existing clients)

 

 
Call to register for our next seminar 587-755-0159 or
 
 
 
 
 
 
 

 

Others seminars focus on:

  • 3 step process for creating a retirement investment & income plan
  • Understanding the risks in retirement
  • Simplifying and consolidating your retirement nest egg
  • How to get the most from government benefits
  • De-risking your portfolio with different kinds of cashable annuities
 
Pre-registration is required as seating is limited. 
 
Recent Feedback from Attendees:
 
"Very Informative. I did not know we could collect CPP and still work"
-Arlene
"Enlightened me on additional options for tax saving in retirement" 
-Roberto
"Didn't know there were so many factors to consider in deciding when to take CPP"
-Anne
"This workshop was my first on this topic. It helped me to understand that this is a
complex decision involving many factors" -Geoffrey
"Wonderful workshop. Very informative and I learned a lot. Very well presented."
-Leona
"Some strategies I had not heard before, so it was awesome!"
-Paul
"Useful discussion starters for our household. Liked that Willis was speaking to us, not just reading."
-Anthony
"This workshop is very valuable"
-Hein
"This was an opportunity to make an informed decision on what to do with CPP and how it's calculated"
-Brian
 
 
We'll see you at the workshop!
 
 
 
 
Prefer to meet one-on-one to discuss your
retirement income & investment needs?
Meet with us Click here 
 
 
 
Retirement Income & Investment Planners,
 
Willis & Nancy Langford
 

Register for Workshop Here


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Latest Testimonial

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and OAS and in what order to draw down assets. Willis was able to answer these questions and provide us with an overall strategy for managing our retirement income. He was knowledgeable and we felt like his advice was specific to our needs, it wasn’t a cookie-cutter, one size fits all approach. We especially appreciated that this was a fee for service and there was no pressure to purchase a product. The fee was clearly explained upfront and there were no surprises. We felt that we received good value for money and feel more confident about our plans for our financial future.

Marcel & Lori Durand
Recent Fee-Only Client

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