Wealth & Retirement Planning Workshop for Canadians Living in the US
WHEN
Saturday, May 6th: 10:00am – 12:00pm
WHERE
HOTEL ARISTA
CityGate Centre
2139 CityGate Lane Naperville, Illinois 60563
Speaker • Stuart Campbell, TEP
Canada-US Cross Border Financial Advisor
Seating is limited, registration is required
To make a reservation:
Call: Susan at 952-474-1270 #2
Email: susan@campbellwa.com
WHAT YOU WILL LEARN
• THE 7 KEY RISKS OF MANAGING YOUR WEALTH ACROSS BORDERS
• WHY YOU DON'T LOSE MONEY ON CURRENCY EXCHANGE
• HOW TO CLAIM & COORDINATE YOUR US & CANADIAN SOCIAL BENEFITS
• HOW FORIEGN INHERITANCES ARE TREATED AS A US RESIDENT
• HOW TO PROPERLY REDEEM YOUR RRSP ACCOUNT AND UNLOCK YOUR LIRA
Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a registered Investment advisor. Campbell Wealth Advisors LLC and RWA are not affiliated.
Event Date: 2017-05-06
Register Now!