Six Mistakes Retirees Make With Their Finances
And How To Avoid Them
For investors over age 55 who are planning to retire or have already retired and who want to avoid costly mistakes.
Time
Thursday, February 20th, 2014
2:30 pm - 3:45 pm (Sharp)
Complementary refreshments are provided.
Location
FORTINOS - Community Room on 2nd Floor
8585 Highway 27, Woodbridge (Hwy 27 and Langstaff)
Seats and parking are FREE but limited.
Reserve Your FREE Seat Today!
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Topics
- A Retiree's Biggest Mistake And How To Avoid It
- Two Ways To Get An Immediate Increase In Your Income
- The Single Biggest Mistake Made When Agreeing To Buy Mutual Funds (and how to avoid it!)
- Two RRIF Owner Mistakes to Avoid
- Why Retiree’s Who Own Mutual Funds Are Not Aware Of The Single Most Overlooked Tax Deduction (and how to fix it overnight!)
- Why Most Mutual Fund Salespeople Don’t Want You To Read The MoneySense Magazine Article "Meet The Money Masters" (12/2005)
Your Presenter
Mike Gomes, Certified Financial Planner® (CFP®) has over 13 years of experience in the Financial Services industry. He has helped many retirees discover flaws in their current financial plan and helped them overcome them. Mike teaches Canadians aged 55+ how to preserve their assets, increase their income as much as 30% and reduce income taxes by up to 50%. He specializes in working with and educating Canadians aged 55+ on how to utilize strategies found in key sections of the Income Tax Act, and effectively develops complex investment strategies and financial plans for his clients.