Estate Planning Seminar

Retirement Income Planning, Calgary
 
 
Our next seminar: 
Estate Planning Seminar - Simple Ways to Prepare
 
Monday, September 24, 2019
 
300, 1210 8th Street SW

 

 

The best way to leave a good lasting legacy is to plan and organize 

your affairs before you go. Don't leave a mess for someone else to deal with. 

 

Join us at our next seminar, along with Lawyer Lydia Lytwyn, to learn

what you need to do to create a solid estate plan:

>that maintains family harmony

>avoids unnecessary taxes

>and wraps up your estate in a timely manner

 

 

 

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

 

Our 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 seminar!
 
 
 
 
Prefer to meet one-on-one to discuss your
retirement income & investment needs?
Meet with us Click here 
 
 
 
Retirement Income & Investment Advisors,
 
Willis & Nancy Langford
 

Register for Next Seminar


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Latest Testimonial

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they helped me to see that I was going to be okay. 
They are so knowledgeable about what is going on in the world financially especially for retirement. They have the answers and are interested in you personally. 
Thank you.

Catherine Moon
Client

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