Women and wealth: Your path, your life, build your future

The Springs Room, Elbow Springs Golf Club, 240086 Lott Creek Dr, Calgary AB T3Z 2V4
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From wealth creation to retirement, estate planning, and charitable giving, we’ll share insights that matter for the well-being of you and those you love.

After the presentation, there will be a Q&A and open forum.

Seating is limited, so sign up now to lock in your spot!

What You'll Learn at this Seminar

  • Living the life you want: A financial plan will help you pursue the life you want.
  • Having a strategic approach to how you manage your money, and how to protect your financial resources.
  • Focusing on growth: Growth is not just about growing your base assets. It's also about minimizing taxes, and retaining as much of your wealth as possible.
  • Planning for retirement: Gain insights into creating a robust retirement plan tailored to your needs.
  • Navigating financial challenges: Explore solutions to the unique financial challenges women face today.

Parking at the venue is FREE. Doors open at 5:30 PM. The presentation runs until 7:30 PM. Food & beverages provided.

Register now!

Featured Presenter

Girish Agrawal CFP®, RRC®, CFE, CIA, CISA, CA
Calgary’s Top 40 Under 40 and Canada’s Top 25 Immigrants, Girish Agrawal, is the founder and principal of Agrawal Associates. Girish is the source of ethics and best practices followed at Agrawal Associates. He is actively involved in managing and directing our vision of keeping clients’ interests and happiness first. Girish has more than 30 years’ experience and several qualifications, including the CERTIFIED FINANCIAL PLANNER designation. His diverse and committed life includes climbing mountains, including Everest, and raising more than $750,000 for various charities. Girish worked with FP Canada and established the first scholarship in Canada’s history to support the CFP designation across Canada.
 

Workshop Outline

After attending this workshop, you will have learned the differences, benefits and nuances of different savings plans, applicable taxes to your income, tax-free allowances, and ways to supplement your income.

You’ll also get acquainted with the government rules affecting your finances and how you can get them to work for you and your family in the best way possible. Furthermore, we will discuss the best ways to minimize your penalties, taxes, and fees.

Why Register?

In the last decades, you have worked hard with a goal in mind. You don’t want to miss out on potential benefits or pay more in taxes than you should. Most Canadians are not aware of their options and limitations and lose out. Our goal is to teach you how to get the most out of your savings so that you will know all that you need about the tax system and what benefits and strategies are available to grow and protect your assets in the next phases of your life.

Register now!

Crucial Points to Ponder

  • The earlier you start planning, the better prepared you will be
  • Those who know how the tax system works are able to protect and keep their assets
  • Sometimes less is more: Keeping your net income low could help you increase benefits and reduce tax charges
  • Lack of knowledge could cost you a lot. Instead, plan for a relaxing and stress-free retirement

Is This Workshop for You?

All retired Canadians or those approaching retirement in this country should have a plan & start acting as soon as possible if they wish to explore new opportunities in their best years.

Learn from experts, ask all the questions you need, and go home knowing how to set yourself for success, protect your hard-earned assets and keep the most of your well-deserved income without all the stress and hassle.

Join us for an educational workshop.

There is no charge to attend!