Saint-Leonard
Manulife Securities Incorporated Complimentary Live Event
Financial Planning Event:
This event is mainly for investment portfolios of $250,000 or greater. Questions every person must answer are below.
How to enjoy
your retirement with more income, better protection and less risk
Club Saint-James
1145 Union Ave, Montreal, QC H3B 3C2
Thursday, June 20th
6:30pm-8pm
Appetizers & Light Food Provided.
Seating is limited, so sign up today!
Thanks for submitting!
You will receive a confirmation email once the application is reviewed.
Is this workshop for you?
"You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you’re entitled to – and when you can start receiving them."
The strategies and planning that will be discussed are optimized for portfolios of $250,000 or greater.
This workshop is for people near or currently in retirement who want to educate themselves on how to create more tax efficiencies in their portfolios.
The Information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by entities unaffiliated with Plan Your Future. The Opinions expressed and material provided are for general information purposes, and should not be considered a solicitation for the purchase or sale of any security.
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