Sophisticated Financial Planning Seminar-Retirement, Tax and Estate Planning
Schedule
Sun, 31 May, 2026 at 11:00 am
UTC-04:00Location
401 - 120 Victoria ST S, Kitchener, ON, Canada, Ontario N2G 0E1 | Kitchener, ON
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Financial Planning Seminar - Sophisticated Retirement-Tax-Estate planning for professionals, families and business owners - Sunday 31/5You can choose to:
✅ Attend in person (food & drinks will be served)
OR
✅ Join online via Zoom from anywhere
This seminar will focus on financial topics that many professionals, families, and business owners are increasingly concerned about today:
• How can you grow your wealth more effectively?
• How can you optimize taxes legally and efficiently?
• How can you build a sustainable retirement plan?
• How can you protect your family, income, and assets — while transferring wealth to the next generation in a more tax-efficient way?
Many people work hard for years…
yet have never had the opportunity to step back and look at their entire financial structure from a comprehensive perspective.
Sometimes, even a small adjustment in strategy can create a significant long-term impact.
📍 Limited seats available for in-person attendance
📍 Online participants must also register in advance to receive the Zoom link
If you are interested, please comment “Interested” or scan the QR code to register.
🌐 Register here: via Website(click on Book an appointment) https://advisor.sunlife.ca/tony.duong/ or directly here https://action.sunlife.ca/AppointmentRendezvous/s/?AID=9V5s2gbl4TxM0U1EfTVsZ4I%2FETFPeRbKV%2BLEeZlxoGA%3D&language=en_CA
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Where is it happening?
401 - 120 Victoria ST S, Kitchener, ON, Canada, Ontario N2G 0E1Event Location & Nearby Stays:
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