About this Event
Why a Plan is Your Greatest Asset
Wealth planning is more than just "saving"—it is a structural advantage that reduces tax drag, minimizes risk, and eliminates the anxiety of market volatility.
Led by Rameez Husseini, MBA, CIM—a senior finance professional with over a decade of leadership experience—Discover how a professional strategy transforms your financial trajectory.
What You’ll Master This Month:
1. The Professional Planning Process
• Goal Quantifying: Turning vague aspirations into a precise, mathematical roadmap.
• Stress Testing: Using myGPS software to simulate inflation and market crashes to ensure your plan survives any economy.
• Strategic Alignment: Coordinating your investments and tax strategy into one cohesive engine.
2. The Tangible Benefits of Planning
• The Clarity Dividend: How a formal plan removes the "fear of the unknown" and simplifies complex decisions.
• Tax Optimization: Moving from reactive filing to proactive strategies that increase your lifetime net worth.
• The Success Probability: Seeing exactly how close you are to your "number" with real-time data visualization.
Who Is This For?
This session is ideal for professionals, families, and business owners in Calgary who want to transition from simply "saving" to executing a sophisticated, stage-specific wealth plan.
About the Program
This event is a key module in our premier 20-part financial curriculum delivered over the next 18–20 months. Each session provides a standalone pillar of knowledge, while the full series offers a complete masters-level education in personal wealth management.
📅 Date: March 31st, 2026
📍 Location: Seton Library, Calgary
🎟️ Admission: Complimentary (Registration Required)
Agenda
🕑: 05:30 PM - 06:30 PM
Planning Benefits
Info: 5:30 PM – 5:35 PM: Welcome & Introduction - Introduction to the RBC Wealth Management Financial Literacy Program and an overview of the evening's objectives with Rameez. 5:35 PM – 6:15 PM: Topic 1: Planning Benefits
Presentation on navigating your financial journey as an Early Saver, Mid-Life Accumulator, or Preserve/Saver, using professional planning tools for illustration.
6:15 PM – 6:30 PM: Open Q&A & Wrap-Up
Event Venue & Nearby Stays
Calgary Public Library - Seton, 4995 Market Street, Calgary, Canada
CAD 0.00
