📅 Date: Saturday, June 20, 2026
📍 Location: Crystal Ridge Golf Club - Okotoks
📍 Address: 9 Crystal Green Ln, T1S 0A3
⏰ Time: 10:00am-12:00pm
Topic: Taxes in Retirement
This session will cover:
• Advanced retirement strategies tailored for high-net-worth individuals
• Optimizing investments for a secure and prosperous retirement
• Techniques to significantly reduce taxes now and throughout retirement
• Proven tips to preserve and grow your wealth
• Succession planning strategies for farmers and ranchers — keeping land and operations in the family
• Strategies specifically for substantial portfolios, business owners, and agricultural families
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Agenda:
• 10:00 AM: Registration & Complimentary Breakfast
• 10:30 AM: Welcome & Introductions
• 10:40 AM: Retirement Planning Presentation
• 11:50 AM: Q&A Session
• 12:00 PM: Closing Remarks
Please reach out to brett.bayne@igpwm.ca to confirm your seat(s)