Your Plan. Your Legacy. Their Future. A Power Panel & Networking Event

Join us for a relaxed and informative morning bringing together professionals in tax planning, wills and estates, insurance, investing and retirement planning, finances and real estate, all in one room, having conversations that can help you make smarter decisions for yourself and your family. What will we be talking about? • Retirement: Is your current plan actually going to provide the retirement you expect? • Taxes: Strategies that will help you reduce taxes today, in retirement and eventually within your estate. • Estate Planning: Common mistakes families make with wills and estates — and how better planning today can prevent problems later. • Insurance: How insurance can be used as part of an estate and tax strategy, not simply "in case something happens." • Investments: How to structure investments and retirement income with the goal of making your money last throughout retirement while considering what you want to leave behind. • Real Estate & Home Equity: Ways homeowners and investors can continue using real estate to build wealth, access equity strategically and create opportunities for the next generation. • Helping Your Children: Different ways parents may be able to help their children enter the housing market without simply handing them a large cheque. • The Bigger Picture: How your tax, legal, insurance, investment and real estate decisions can work together rather than independently. Real conversations. Real questions. Practical information you can actually use. Who should attend? This event is for you if you are: • Approaching retirement or already retired • Looking for ways to strategically reduce taxes • Thinking about your will, estate or how your assets will eventually transfer to your family • Interested in creating more retirement income from the assets you already have • Curious about insurance as an estate and wealth-planning strategy • Asking about your accumulated assets, “Am I structuring all of this properly?” Whether you are a real estate investor, a business owner or self-employed professional, a parent or grandparent who wants to help the next generation, a homeowner wondering how your home equity fits into your retirement plan, or simply someone who wants to learn, plan and have these important conversations now—rather than putting them off until later, or never having them at all…this event is for you! Special Giveaway The first 50 registrants will take home our complimentary 10-step guide: “Built with Purpose, Left with Love” A practical guide to help you start organizing the information you'll want when preparing your will and estate plan. Hosted by Rasha Ingratta | Mortgage Intelligence | ShopMortgages.ca Space is limited. Reserve your seat and bring your questions. Come for the information. Ask the questions you've been meaning to ask. Support a great local cause. And leave with a better understanding of how all the pieces of your financial life can work together. ***Ticket sales will be donated to Ronald McDonald House Windsor.