Securing Your Financial Future 101

Monday Evenings, 7:00—8:30 PM
October 26th, November 2nd and 9th
Rotary Centre for the Arts, Kelowna, BC

Take Control of Your Financial Future—Don’t Let Others Control It For You

Securing Your Financial Future 101 is a 3-session introduction on how to plan for your finances today and secure your retirement for the future. You’ll learn strategies to protect your finances from markets, inflation, and taxation. No one can plan your financial security for you, every family needs to take control of their own finances. The 3 sessions (1.5 hours each) are held weekly over three weeks.

Discover How To: Protect your family income Secure your investments Never be a burden to your family Leave your legacy to family or charities, not Canada Revenue Agency

Expert Guest Speakers Address: Developing a Personal Financial Model Paying Your Home Off Years Sooner Guaranteeing Your Retirement Income Protecting Yourself From Taxes Planning Your Will and Estate

What You Will Come Away With:

A clear understanding of how to take control of your finances, as well as next steps.
An action plan to keep your finances secured and guaranteed now and in the future.
A personal financial plan*
*This plan does not contain specific investment product recommendations or sales offers.

Register online or contact:

MacBeth Group
(250) 448-4817
info@macbethgroup.com

$25 of your $45 registration fee (individual or couple) goes to Kelowna Food Bank. You will receive a
tax donation receipt.