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Porsche, Prosecco & Prosperity (2nd annual)

Jun 07, 2023 06:30 PM Eastern Daylight Time - Jun 07, 2023 09:00 PM Eastern Daylight Time
1265 Wharncliffe Rd S. London, ON

Fickling Wealth Management is pleased to invite you to the ultra-exclusive event of the year.

 

Join us for this exclusive event where we discuss tax efficient investing for your personal and corporate wealth, estate enhancement, and business succession planning – all while admiring the latest Porsche models and enjoying a glass of Prosecco.


Estate Planning: Growing Your Family Wealth for the Long Term

May 30, 2023 06:30 PM Eastern Daylight Time - May 30, 2023 08:30 PM Eastern Daylight Time
Highland Country Club 1922 Highland Heights London, ON

Our clients spend a lifetime accumulating assets and building wealth, not only to make a good life for themselves, but also to create a legacy for future generations. Unfortunately, the traditional Estate Planning processes can miss the mark when they are purely technical in design and based primarily on saving taxes. We have invited author, Chris Delaney B.A, LL.B, B.Ed, TEP, FEA, to speak with you about his current book, The Naked Opus, which explores estate planning from a refreshing perspective. Chris' unique process and strategies are designed not only to effectively transition assets, but also to provide a more fulfilling and purposeful way for you to pass along wealth and ensure it endures for future generations.

We believe that this event will provide great value to you and your loved ones, and we encourage you to invite them to attend with you. We understand the importance of family and the impact of financial decision on their well-being.

Light snacks, wine, coffee and tea will be served.


Porsche, Prosecco & Prosperity

A special thanks to our partners at Porsche of London for offering their new beautiful space so that we could share some valuable contents. In addition, we would like to thank Valente CPA’s for their partnership and remarkable knowledge in taxes.

We discussed that when it comes to tax minimization, the use of corporate class mutual fund structures is a strategy can have significant benefits to individuals and corporation. They combine flexibility, security and tax efficiency while also having the ability to pool income and expenses of all funds in a fund family.

Thank you to all that had the opportunity to attend!

See you all at our next event! 

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