Popowich Karmali Advisory Group
If you're within 10 years of retirement or already retired with more than $500,000 in investable assets, there are probably some really important things on your mind.
Concerns like, "Will my savings last?" or "How do I handle healthcare costs?" are often at the top of that list.
That’s why we’re inviting you to join us in Calgary:
October 29, 2024
The Hamptons Golf Club
7:00 to 8:00 pm
for a relaxed, and informative, retirement seminar.
It’s a chance to sit down with the team from the Popowich Karmali Advisory Group and talk through the real issues like protecting your wealth, navigating market changes, and making sure you can enjoy your retirement without worrying.
We'd love to see you there.
RSVP RSVP to Securing Your Retirement: Protecting Your Wealth and Planning for the FutureTuesday, September 10, 2024
There are a lot of financial pitfalls to worry about in retirement. The biggest one? "Will I run out of money?" That answer depends on a lot of factors, ones we can help you create a plan to get through.
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Join us for our latest FREE, in-person and no obligation retirement seminar for Calgary and area. Register for our seminar to learn how PKAG can help.
RSVP RSVP to Learn How to Better Control Your Finances in RetirementSilver Springs Golf & Country Club
July 16, 2024
Free Event
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Register for our free in-person seminar to learn how PKAG can help.
RSVP RSVP to Bulletproof Your Retirement Calgary SeminarCarriage House Inn
June 4, 2024
Retirement is one of the most complex and vulnerable stages of your life.
You’re facing unique financial challenges like protecting your income, growing your savings, and providing for your family after you’re gone.
But have you only thought about the money?
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Register for our seminar to learn how PKAG can help.
RSVP RSVP to Ensure Your Lifestyle Never Retires Calgary SeminarSandman Signature Hotel
May 7, 2024
You’re facing unique financial challenges with retirement like protecting your income, growing your savings, and providing for your family after you’re gone, but have you only thought about the money?
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Join us for our latest retirement seminar for Lethbridge and area. Register for our seminar to learn how PKAG can help.
RSVP RSVP to Ensure Your Lifestyle Never Retires Lethbridge SeminarAre you within 10 years of retirement or already retired with a well-established financial foundation? If so, you might be wondering, “Will my savings truly support me?” or “How can I prepare for future healthcare costs?”
Join us in Calgary on December 3, 2024, at The Carriage House Hotel, from 7:00 to 8:00 pm, for a relaxed, informative retirement seminar.
This is your chance to connect with the team at the Popowich Karmali Advisory Group. We’ll discuss ways to protect your hard-earned wealth, adapt to market changes, and help you enjoy the retirement you’ve envisioned—free from financial worry.
We look forward to seeing you there.
RSVP RSVP to How to Keep From Outliving Your Money in Retirement SeminarThe Four Buckets is a way of looking at your retirement assets that addresses the conflicting goals of growth, protection, stability & flexibility.
[Your biggest concerns are at the heart of our strategy]
[Man looking at his laptop]
[CIBC logo. CIBC Private Wealth. Popowich Karmali Advisory Group]
[PKAG.ca]
Faisal Karmali 00:01
Number one biggest concern, do I have income for the rest of my life?
[Couple reviewing paperwork]
Dave Popowich 00:05
Retirement can be an extended period of time. 30, 35 years and inflation can erode money over that period of time. So you still need growth.
[Couple sitting on the beach]
[Woman sitting at her laptop, reviewing paperwork]
Faisal Karmali 00:12
As I age, I will need some sort of health care protection and when I pass away, I'm going to leave a legacy to the people I love.
[Couple talking over a cup of coffee]
[Man with cane looking out the window]
[Family walking on the beach]
Dave Popowich 00:18
It's the connection between all of the different buckets, tax, linking it all back ultimately to the plan and the vision that the family has that makes our practice unique.
[Woman looking around at skyscrapers]
[Man with briefcase walking down stairs]
[Couple working at laptop]
[Popowich Karmali Advisory Group]
[Visit us at PKAG.ca]
[Call to book a meeting 403-266-0147]
[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie are Investment Advisors with CIBC Wood Gundy in Calgary. The views of David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gu
October 31, 2024
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