Wealth Preservation Seminar: What You Should Know!
Thu, Jul 25
|Nook
Learn essential strategies to protect and grow your wealth at our tax planning and strategy seminar.
Time & Location
Jul 25, 2024, 6:30 p.m. – 8:30 p.m.
Nook, 8711 Alexandra Rd, Richmond, BC V6X 1C3, Canada
About The Event
Welcome to our Exclusive Tax Planning Seminar: Insider Secrets to Wealth Preservation!
Join us for an impactful session where you'll learn the insider secrets to effective tax planning and wealth preservation.
Effective Tax Planning Strategies: Learn proven methods to mitigate taxes and preserve your wealth.
Asset Leverage: Understand how to use your assets to yield significant tax benefits.
Insider Insights: Uncover Warren Buffett’s secret formula for saving on taxes, shared by our esteemed speaker, Carl Brodie, MA, CFP. With his extensive expertise in Canadian corporate tax, estate planning, and family office management, Carl will provide you with actionable strategies to enhance your financial future.
Special Guest: We are excited to announce our Guest Speaker: James Livingstone. With over 25 years of finance and investment expertise, James Livingstone excels in structuring, capital raising, investor relations, and risk management. His deep knowledge in private equity and real estate has guided hundreds of…