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Worried About Your Retirement? Downsizing Your Home May Be The Answer

Date: 
Thursday, March 29, 2012 - 2:30pm

JOIN US FOR A 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 use the equity in your home value to fund your retirement provided you act soon.
 

Date:         Thursday, March 29

Time:         2:30PM - 4:00 PM

Location:  Goward House: 2495 Arbutus Road Victoria, BC
 

Refreshments will be served.
Seating is Limited
 

AT THIS WORKSHOP, YOU WILL LEARN:
 

- Why you should downsize now before prices decline due to the demographic trend in downsizing
 

- 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
 

- How to help your children or grandchildren succeed with their home purchase
 

- How to balance your legacy goals with your lifestyle needs in retirement
 

- How to avoid a common estate planning mistake that has many families batting over real estate inheritances*

 

 * Offered through Estate Planning Services.

 

Speakers:

 


Blake Moreau, B.Comm.
Realtor

Sutton Group
 

t: 250.479.3333




Doug Ransom, B.Eng., CFP
Investment Advisor

Canaccord Wealth
Management

t: 250.978.5303

 



Caroline Lennox, MBA
Mortgage Consultant


Invis

t: 250.415.9555
 

 

 

 

 

Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.

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