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Financial Wellness

Tue, Jan 21

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Port Elgin

A New Year to help plan, protect and age with confidence!

Financial Wellness
Financial Wellness

Time & Location

Jan 21, 2025, 5:30 p.m. – 7:00 p.m.

Port Elgin, 33 Moore Rd, Port Elgin, NB E4M 2E6, Canada

About the Event

Complimentary Financial Wellness Session

Join us as we cover best practices and essential tips to enhance your financial well-being. Our session will include:

  • Tax Planning Efficiency

  • Investment Planning Strategies

  • Estate Planning Essentials

  • Business Succession Planning

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