About The Event
This seminar teaches methods to:
Access over $1,500,000 in lifetime CPP & OAS benefits, protect yourself from claw backs and loss of senior's benefits
Reduce risk, and increase returns in your investment portfolio
Increase your Retirement Paycheque™
Protect your estate and beneficiaries from up to 50% financial loss to taxes
Understand how to manage RRIF/LIF, TFSA, Pension, Non-Registered, and other income streams to avoid tax losses
How to plan for all phases of retirement, from early & active retirement to late life, including medical expenses, and nursing care
Your Event Speakers
Learn from decades of combined expertise from local Certified Financial Planners (CFP) & Registered Retirement Consultants (RRC).
Senior Financial Consultant
Alastair Seabrook, CFP, RRC
Expertise in tax planning, retirement portfolio strategy, estate planning & wealth management for trusts and corporate structures.
Financial Consultant
Matthew Sheppard-Brown, CFP, RRC
Advanced experience with inter-generational wealth transfer, family business succession, retirement planning.
Executive Consultant
Robin Oxley, QAFP, RRC
Extensive history and experience with family financial planning, insurance, retirement planning, & estates.
Who is this seminar for?
The content of this presentation is designed for individuals and families that are retired, or nearly retired, and have accumulated at least $250,000+ in investments.
This presentation is most useful for those who seek professional advice and are looking for cutting edge methods to pay less tax, preserve wealth, and increase their net estate.
Worried about your retirement?
Don't let taxes, claw backs, and volatility damage your plans.
Join us for the complimentary Master Your Retirement seminar and learn how to protect your hard-earned wealth.
Designed for individuals and families with over $250,000 in investments, discover methods used by Certified Financial Planners in Canada that everybody needs to know.
Register Now For
June 21st, 2025
Master Your Retirement Seminar
Carriage House Hotel & Conference Centre
9030 Macleod Trl, Calgary, AB T2H 0M4
Doors Open: 9:45am
Brunch: 10:00am
Seminar: 10:30am - 11:30am