Events

Retirement and Estate Planning Seminar

South Vancouver Island

Thu. January 12th, 2012 2:30pm - 4:00pm

Worried About Your Retirement?
Downsizing your Home May Be the Answer


RETIREMENT AND ESTATE PLANNING WORKSHOP

You have spent a lifetime building equity in your home.

With the rise in Victoria real estate values, your home purchase has likely been a successful endeavor for you. You can use the equity in your home value to fund your retirement, provided you act soon.

AT THIS WORKSHOP, YOU WILL LEARN:
Why you should downsize now in case prices decline due to the demographic trend in downsizing (Presented by a Realtor)
How to protect your nest egg to provide a lifetime of income and ensure you can age with dignity when you or your spouse needs help with personal care (presented by an Investment Advisor)
How to help your children or grandchildren succeed with their home purchase (Presented by a Mortgage Broker)
How to balance your legacy goals with your lifestyle needs in retirement

Location: Tentative -Boardroom, Sutton Group West Coast Realty
103-4400 Chatterton Way, Victoria, BC. We are currently searching for a larger location because our November one was a full house!

Call 800-757-0412 today to register. Seating is limited.
If you can not make this date, we can put you on a waiting list.

Find it on Facebook at: http://www.facebook.com/events/268467053200972/

Cost: Free Category: Speakers & Seminars
Location: Theatre Room- Goward House Society 2495 Arbutus Road V8N 1V9 More Info: Caroline Lennox

250-415-9555
Visit Website

Current Issue

Search For Articles

  

Subscribe To
The Magazine