how to make sure you don't outlive your money
TRANSCRIPT
Mark Pearlstein MBA, FCSI, CIWM
As an accomplished top ranking Portfolio Manager and Wealth Advisor at RBC Dominion Securitiesfor the past 25 years, Mark has made a career out of helping people manage their money and wealth in a personal, approachable and easy to understand way.
Mark takes the time to really know his clients. Managing their money and wealth goes well beyond just numbers. It is for this reason that he prides himself on client relation-ships that span decades.
By attending this event, you can win an opportunity to meet with Mark for a face-to-face compli-mentary session to design your personal Peak Life Style Plan—a customized framework for looking forward and visualizing your future.
RBC Dominion Securities Inc.
If you have questions, or would like to book Mark, please call 416-733-5257 or email [email protected]
Act now to develop a plan, gain peace of mind, and close the gapto achieving your goals!
Do you know what you want your life to be like after retirement? Do you know how much you will want and need to spend every month? Have you considered how much you need to save now so you don’t run out of money? Do you have a solid plan to get there?
If you can’t answer all of these questions with a firm yes, then you should attend Mark’s talk. Retirement is a topic that people typically put aside but in these times needs to be addressed because:We’re living longer,interest rates are low, and stock markets are volatile.
Mark will inspire your association or group, revealing the three key principles you need to know to NOT outlive your money. Using real life client scenarios illustrating solutions tailored to their goals, you’ll learn:
How to make sure youdon’t outlive your moneyCreate the retirement you dream of
1 2 3How interest rates
really work and how your monthly state-ments can fool you.
The simple, fool-proof framework that you need to
grow your money.
The most important variable that will
impact your lifestyle after retirement.
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member companyof RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under licence. © RBC Dominion Securities Inc. 2013. All rights reserved.
Mark Pearlstein’sNEW inspiring
talk!
INTRODUCING