Tax & Estate Planning Seminar: Protect More Than Your Wealth.

Join us for an educational evening designed to help individuals, families, business owners, and investors make smarter decisions.
About this Event

Protect More Than Your Wealth. Protect Your Legacy.

Join us for an educational evening designed to help individuals, families, business owners, and investors make smarter decisions about their financial future.

Many people spend years building wealth, but far fewer have a plan to protect it, preserve it, and transfer it effectively. This seminar brings together professionals from financial planning, insurance, and real estate to provide practical strategies that can help you build a stronger foundation for the future.

During this session, you'll learn about:

✔ Tax Planning Strategies✔ Estate & Legacy Planning✔ Protecting Family Wealth✔ Real Estate & Wealth Building✔ Insurance & Risk Management✔ Live Q&A with Industry Professionals

Whether you're planning for retirement, growing your investment portfolio, purchasing real estate, protecting your family, or simply looking to gain more clarity around your financial future, this seminar will provide valuable insights and actionable takeaways.

Meet Your Speakers

Sarah Balram, CFP, CDFA, CFDS, CHSFounder & Financial Planner, Flip My Life

Inas OdehPartner & Insurance Specialist, Flip My Life

Ashtonne TesoroReal Estate Professional, Revel Realty Inc., Brokerage

Event Details

📅 Date: June 18, 2026🕒 Time: 6:30 PM – 8:30 PM📍 Location: 350 Lakeshore Rd E, Oakville, ON L6J 1J6

Who Should Attend?

• Homeowners• Real Estate Investors• Business Owners• Professionals & Families• Individuals Planning for Retirement• Anyone Looking to Build and Protect Long-Term Wealth

Seats are limited. Reserve your spot today and take the next step toward creating a financial plan that protects not only your wealth, but your legacy.