Wednesday
20
May 2020
EVENT CLOSED

Future Proof Your Legacy as an Individual, May 20

May 20, 2020 4:00 pm - 05:15 pm EDT
Actuary - Managing Director, Wealth

Vincent Heys

Actuary
Managing Director, Wealth
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 - Insurance and Financial Planning Expert, Integrity Wealth Management Inc.

Philip Evenden

Insurance and Financial Planning Expert, Integrity Wealth Management Inc.
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Farber, in conjunction with Kingsmere Financial and Integrity Wealth Management, is offering a complimentary webinar to discuss future proofing your legacy as an individual.

How you make your money is your business. How to manage and protect it, is ours. Let us remove the burden of financial planning and management from your shoulders by working with you to devise a personalized, holistic financial plan robust enough to weather every season of your life.

Join our actuarial team hosted by Phil Evenden to talk through the concept of financial wellness. The idea of having a clear blueprint to guide us toward financial freedom is key and whilst the market tends to focus on product the session will undoubtedly help you toward developing a clear solution. Topics will include:

  • developing a comprehensive goal based plan aligned specifically to my personal needs
  • navigating through the six key vital signs of financial wellness
  • determining what structures are needed to ensure maximum protection and optimize tax efficiency increasing the probability of achieving your unique goals
  • mapping out the key ingredients to a successful plan

When: Wednesday, May 20, 2020
Webinar from 4:00 to 5:15 p.m.

Where: This is an online session.
The event URL will be provided upon registration.

Questions?
Contact us today


Farber in partnership with: