YEAR END PLANNING SESSION WITH
1st CHOICE SAVINGS AND CREDIT UNION

Date: March 22, 2023
Networking: 11:30 a.m.
Lunch & Presentations: 12 - 1:30 pm
COAST HOTEL | FOOTHILLS ROOM
NO CHARGE

Registration Required (see link below)
Limited Seating | deadline for registration March 15, 2023

LDAR REALTOR® Members only

Year End Tax & Financial Planning, including:
  • A Strategic approach to year end
  • Investment Options and strategies
  • Retirement Plans
  • TFSA's and RRSP's and knowing the difference
  • Understanding business structures, proprietorship, partnership and corporation
  • Tax Tips, tax deductions and tax credits, marginal tax rates
  • Available housing programs
  • Question / Answer Session
  • AND MORE
Please Join Us with the Experts


NAHID HASSAN

Sales Leader/Branch Manager
1st Choice Savings and
Credit Union Ltd.


LANCE TOLY CFP, RIS, B.A.

Investment Specialist & Wealth Consultant | Insurance Advisor
Credential Asset Management Inc. Credential Financial Strategies Inc.


CHASE OBERG, CPA, CA
Senior Manager Best Roest & Co LLP


GREG BOLES, CFP B. Mgt

Financial Planner & Wealth Consultant | Insurance Specialist
Credential Asset Management Inc | Credential Financial Strategies Inc
*Please Note:
This Session will start promptly in order to respect the time of both the Presenters and Participants.

Cancellation 2 days prior to Session:
As lunch is being served and seating is limited, if you are unable to attend after registration, we would ask that you please send a cancellation notice to diana@ldar.ca. This will allow for a seat for another Member. Thank you so much.



Lethbridge & District Association of REALTORS®
516 - 6th Street So. | Lethbridge, AB | T1J 2E2
P: 403-328-8838 | admin@ldar.ca