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Spring Seminar Success

Tim Ming, Dr. Alan Roadburg and Gilles Latour

We held two more client appreciation/seminar planning events over the past quarter.

The Lifestyle Planning Workshop focusing on retirement planning was held on June 18th and was a huge success. Our guest speaker, author Dr. Alan Roadburg enlightened everyone with his views on retirement. He discussed the two things that we spend in retirement: money and time. He gave some valuable insight on how to spend your new found time, and how to cope with the change of pace and routine. He focused on how to develop a framework to ensure a very rewarding & enjoyable retirement.

Approximately 100 people attended and the feedback provided proved it was an evening enjoyed by all! If you would like to learn more about this process and were unable to attend, just let us know and we will get you the information from the event.

Our Estate Planning seminar was held on May 30th. This was an informative evening with approximately 60 people in attendance. If you would like a copy of the presentation or have any specific estate planning needs or questions, please feel free to give us a call and we will be happy to help you.

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