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November Branch Meeting Guest Speakers

Branch News |
Two dynamic guest speakers were invited to our November monthly meeting and did they put on a informative clinic on Sun Life Financial retirement and financial best option path to follow. Dave Neudorf and Mathew Dawes outlined the proper planning road regarding Estate Planning ,wills, power of attorney, investments, and ways to ensure quality benefits to your children and grand children. They detailed their objective is to set up your financial plan as the very least benefit to Revenue Canada as possible and detailing your estate easier to process.  There are also numerous  accounts that can be set up and directed to your estate eliminating tax benefit payments. David and Mathew are so knowledgeable and informed about streamlining benefits it is wise to visit them with no charge and no obligation to commit. Sun Life Financial. 250 392-3565.  All I can say is where were they 40 years ago when we needed this valuable advice on retirement benefits etc …. oh …. they weren’t born yet!!!

  Thank You David and Mathew. Very informative.

Sun Life Financial, Williams Lake

250 392-3565