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Join us at Swill Coffee & Wine 3366 Lakeside Ct. June 20th, 10am-11am for a day filled with valuable insights on planning, selling, and simplifying your life. Whether you're looking to declutter your space, streamline your finances, or set new goals, this event is perfect for anyone ready to embrace the next chapter. Learn from industry experts, connect with like-minded individuals, and leave feeling inspired to take on whatever comes next. Don't miss this opportunity to invest in yourself and your future. See you there! This unique opportunity will feature special guest speakers: Ryan Lindberg, CPA, Persing Professional Group, Daniel Herschowitz, Estate Attorney, Kalicki & Collier Patty Wood, Reverse Mortgage Specialist, American Pacific Mortgage Josh Morrow, Mortgage Broker, Greenfront Mortgage. Michal Miller, Financial Planner, New York Life This zero-obligation event provides you with a valuable chance to meet and interact with experienced financial professionals who can assist you in planning for your future. Don't miss out – RSVP today by calling 775-369-2522 or visiting our Eventbrite page.

🎯 UNIQUE Highlight of the Event: The 20 attending dentists will VOTE LIVE to select the top 3 out of 6 topics, which will be inspired by our renowned high net worth speaker. HOW TO: 1. Bypass probate to save $700,000 in estate costs. 2. Utilize company assets to defer $1.7 million in taxes to purchase personal real estate. 3. Withdraw dividends at retirement to save $4.5 million in losses due to taxes. 4. Invest using our 2014–2024 strategies to triple your investment from $5 million to $15 million. 5. Withdraw your RRSP/RRIF tax-efficiently to avoid a $2.2 million tax payment. 6. Avoid deemed disposition on a $3 million capital gains tax at the estate. 🎟️ Ticket Price: $250 Includes: 1. Insights from dentists on their top concerns. 2. Expert advice from renowned high net worth speakers to elevate your business success. 3️. A 3-course gourmet dining experience at an upscale restaurant. 4️. A $300 ADVICE MEMO report customized to 8 key areas, tailored to your specific needs, including a 1.5-hour 1-on-1 consultation. 🎯 Special Offer for Action Taker: Only the first 10 dentists to verify their status by this coming Friday will receive a complimentary ticket valued at $250! Book Now — All 10 conferences in 2024 were sold out! 📅 Date: June 29th (Sunday) ⏰ Dinner Session: 4:45 PM – 8:00PM 📍 Venue: Vintage Chophouse and Tavern, Legacy Room, 320 11 Ave SW, Calgary, AB T2R 1R4 🎯 Event Agenda: Dinner Session (4:45 PM – 8:00 PM): • 4:45 PM Reception and Q&A • 5:00 PM Kick-off Champagne • 5:15 PM Guest Speaker: Mr. Tim Lau CEA CLU CFP TOT • 6:30 PM Fine Dining 🎯 Why Are We Unique? • Insights: Learn corporate tax savings, legacy planning, and investment strategies tailored for dentists from our renowned high net worth specialist. • Inspiration: Discover success secrets from high-net-worth entrepreneurs to elevate your success. • Networking: Connect with dentists and build valuable relationships in a relaxed setting. 🎯 To Elevate Your Business, Reserve Your Ticket Now! All 10 conferences in 2024 were sold out! Only the first 10 dentists to verify their status by this coming Friday will receive a complimentary ticket valued at $250! Book Now! Check out our Real Fine Dining Conference Experience, shared by doctors: 🎯 https://youtu.be/hdZZ3U_pV5k 🎯 https://youtu.be/1wKifKNerXY Make sure to select whether you prefer the lunch or dinner session when you reserve. For inquiries or more information, feel free to contact us directly. We look forward to helping you elevate your business success with high net worth corporate tax saving, legacy planning and investment earning strategies and enjoy a memorable fine dining experience!