HSI Financial Events
How to plan for an ideal retirement lifestyle
(Even During Economic Uncertainty)
DATE & TIME
Tuesday, February 21, 2023
6:30pm MDT
RSVP Deadline: Thursday, February 16, 2023
OR
Wednesday, February 22, 2023
6:30pm MDT
RSVP Deadline: Thursday, February 16, 2023
LOCATION
The Lake House
747 Lake Bonavista Dr. SE
Calgary, AB
YOU are cordially invited to join us for a special dinner event.
At this EVENT, we will reveal…
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 watching 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) How our clients have more than enough money to take those dream vacations, stay in the home they love, and have fun every day, without worry.
7) 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
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.