[Private] Be A Tax Genius: A Council Round-Table on Long-Term Wealth Goals, Wealth Council Meeting[Private] Be A Tax Genius: A Council Round-Table on Long-Term Wealth Goals, Wealth Council Meeting https://c-suitenetwork.com/wp-content/uploads/2021/12/1-1024x627.png 1024 627 C-Suite Network https://c-suitenetwork.com/wp-content/uploads/2021/12/1-1024x627.png
Be A Tax Genius: A Council Round-Table on Long-Term Wealth Goals, Wealth Council Meeting
Tune into the Wealth Council Meeting held on Thursday, February 3 at 3PM ET, led by Craig Dunkerley & Claudia Harvey from BG Wealth Group.
Listen to this session as we will discuss best practices investors put in place for saving on tax, effective management of long-term wealth goals and what will be required for your lifestyle. Now is the time to effectively put a go-forward strategy in place for yourself, whether you have an RRSP or a 401k, or neither.
Many time, traditional investment advisors will collect huge fees, eating into your income growth potential and denying you critical opportunities to generate wealth from your investment. In addition, leaving your money blindly in the hands of someone else can cost you thousands over time.
Learn as we will share our own formulas for maximizing tax savings, as well as review common scenarios we face as investors for optimizing our wealth.
Round table discussion:
- Are you optimizing your business write-offs for tax efficiency?
- Reviewing your retirement savings statement – how do you keep up to date?
- Focusing on growth-oriented investments to keep up with inflation and the rising cost of living
- The balance of risk, income, and preservation of capital