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This seminar is designed specifically for individuals and families with over $250,000 in investable assets who want to maximize their wealth, reduce taxes, and create a lasting legacy.During this private session, you’ll learn advanced planning strategies that go beyond the basics—helping you preserve more of what you’ve worked hard to build.
What We’ll Cover:
• Advanced tax strategies to reduce your lifetime tax bill
• How to structure your retirement income for maximum efficiency
• Preserving and protecting wealth for future generations
• Avoiding costly mistakes that high-net-worth families often face
Who Should Attend:
Affluent individuals, professionals, and retirees who are looking for proven strategies to elevate their retirement and estate planning.
Secure your spot today and gain insights tailored to affluent investors. Limited seating available
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Event Venue & Nearby Stays
Kelowna Golf & Country Club, Kelowna Golf and Country Club, 1297 Glenmore Dr, Kelowna, BC V1Y 4P4, Canada
