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Upcoming free educational seminar:

"Financial Planning for Retirement"

Hosting a “Financial Planning for Retirement” seminar on Monday November 3rd at Taste of Colombia Café, El Salon – 67 Bronte Road, Oakville! Love for you to come.
This is the next in my “Coffee & Chat” seminar series after the previous “Financial Planning for Business Owners” seminar.
Topics include:
➤ How much do I need to maintain my lifestyle?
➤ What are my sources of retirement income?
➤ Can I monetize my business for retirement?
➤ What’s my tax strategy in retirement?
➤ Can I protect my assets and leave a legacy?
Monday, November 3rd from 6:00-7:00 PM
Taste of Colombia Café, El Salon – 67 Bronte Road, Oakville

![img](https://static.xx.fbcdn.net/images/emoji.php/v9/t5d/2/16/1f4e7.png)

james.whelan@igpwm.ca

![img](https://static.xx.fbcdn.net/images/emoji.php/v9/tec/2/16/1f4de.png)

(905) 808-1759
#FinancialPlanning #FinancialLiteracy #BronteVillage #Networking #CoffeeAndChatBronteVillage

Events in Oakville, ON
Learning
Advanced Financial Planning & Tax Strategies
Financial Health
Income Tax Planning in Retirement
Preparing for Retirement

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