Financial & Retirement Planning Workshop

Finch Goodale Private Wealth Management is focused on the net improvement of the financial life of our clients. We believe that coupling quality options for clients to choose from and keeping them well informed on all areas of their financial picture leads to better solutions.

5 key takeaways you'll get from this event:

  • How taxes will impact your retirement income levels & your total wealth
  • The proper structure and type of retirement income, as well as timing, to maximizing your income
  • Cash flow insights to getting efficient financially
  • The best practices for downsizing your home for your finances and lifestyle
  • How investing has changed in the last 30 years

Event date: Tuesday, April 30, 2024 @ 7:15pm - 8:30pm

Note: We'll provide snacks and refreshments.

Contact Number: 416-500-9548

 

Location

100-401 The West Mall

Etobicoke, ON, M9C 4Y5

 


Speakers

Jeff Finch CFP®, RRC

Executive Financial Consultant
Finch Goodale Private Wealth Management

Email: jeff.finch@igpwm.ca
Phone: 416-645-5189

Christina Goodale CFP®, RRC, EPC

Senior Financial Consultant
Finch Goodale Private Wealth Management

Email: christina.goodale@igpwm.ca

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