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Ballast Wealth Workshop 1 1

Building Your Financial Stability

04 June 2025

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Supported by: CaixaBank

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Are you a Canadian or a resident of Canada interested in securing your financial future?

Join us for an insightful workshop where we’ll explore key financial topics tailored specifically for Canadians and residents in Canada.

In this session, we will discuss:

  1. Understanding Pensions in Canada – Learn how Canada’s pension system works, including eligibility, benefits, and strategies for maximizing your retirement income.
  2. Transitioning Abroad – Thinking about moving abroad in the near, mid, or long term? Discover essential financial considerations and strategies to make your transition as smooth as possible, from asset management to tax planning.
  3. Legacy and Estate Planning – Gain insights into effective legacy planning, including wills and estate management, ensuring your assets are protected and passed on according to your wishes.

This workshop will provide you with personalized financial guidance, addressing common challenges and questions.

Don’t miss this opportunity to build a strong financial foundation for your life in Canada and beyond!
The session will include an open Q&A—bring your questions and get personalized insights directly from our expert.

Amadeo Martínez is a Partner at Ballast Wealth Management and was recently named one of Canada’s top 40 advisors under 40.

For registrations, click on the “Going” blue button below.

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Details

Date:
June 4
Time:
8:30 am - 9:30 am
Cost:
Free
Event Category:

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