HSI Financial Events
Will Your Retirement Plan Be Okay? Retire Ready.
Learn How Our Clients Are Living Their Ideal Retirement Lifestyle Even During Economic Uncertainty!
DATE & TIME
Wednesday, April 26, 2023
6:30pm MDT
RSVP Deadline: Friday, April 21, 2023
No seats available
OR
Thursday, April 27, 2023
6:30pm MDT
RSVP Deadline: Friday, April 21, 2023
No seats available
LOCATION
Ruth’s Chris Steak House
294, 115 – 9th Ave. SE
Calgary, AB T2G OP5
2nd Floor at Calgary Tower
YOU are cordially invited to join us for a special dinner event.
At this EVENT, we will SHARE…
1) The step-by-step blueprint our clients use to make certain there’s more than enough money at retirement, so they can stop worrying about finances, and actually look forward to or enjoy their retirement.
2) Why worrying about the markets every day or asking Google for advice is NOT the way to secure your finances … and how the professionals and retirees we work with have total peace of mind over their savings and investments.
3) How we make sure our clients receive all the government benefits they are entitled to.
4) How completing a proper analysis can minimize taxes now and in the future.
5) How to reduce anxiety by ensuring your estate plan is in order so your family is taken care of, even if you can’t be there for them.
6) Why investments aren’t the most important part of your plan.
Register today for this EXCLUSIVE seminar
Learn the secrets to retirement and investment planning while eating at one of the finest dining experiences in Calgary.
Please RSVP for complimentary admission to this event. Reservations are required.
This seminar is best suited for first time attendees age 45+.
If you don’t want to miss out on this life changing event register now!
*For first-time attendees only, no agents, stock brokers, or industry representatives. There will be an education fee for any licensed financial professional or assistant.
RSVP Here
Intended for attendees over 45 years of age.
This event is full. Check back for our next event coming soon.
HSI WILL CONTACT YOU TO CONFIRM YOUR RESERVATION.
* BY CLICKING SUBMIT YOU AUTHORIZE HSI FINANCIAL GROUP TO CONTACT YOU AT THE PROVIDED INFORMATION.
Presentation By:
Devon Cheema CFP, B.B.A
Financial Strategist
Devon is a Certified Financial Planner (CFP). His educational background in Business Management is an asset in helping our client achieve their lifestyle and retirement goals by developing and monitoring an ideal financial plan that fits their needs.
Under the Guidance of:
Wesley Forster CFP, R.f.p.
President/Senior Financial Strategist
Wesley has practiced in the financial planning industry since 1984. He is a Registered Financial Planner (R.F.P) and a Certified Financial Planner™ (CFP). Wesley leads a team of financial strategists at HSI to identify the goals and objectives of the client in order to meet pre-retirement and retirement planning needs. He is the author of KNOW YOU CAN. No More Excuses How to Become Financially Fit in 90 Days.