SIX MISTAKES BABY BOOMERS MAKEWITH THEIR FINANCES

Heidi Pullem has a very interesting seminar on the

SIX MISTAKES BABY BOOMERS MAKEWITH THEIR FINANCES And How To Avoid Them

For Investors Over Age 50 Who Are Planning To Retire Or Have Already Retired
And Who Want to Avoid Costly Mistakes
Call Heidi at 604-602-7851 to book a seminar for your clients.


Topics:

# Not understanding or covering your risks
# Failing to understand the stock market
# Paying excessive taxes
# Having the wrong time horizon
# Choosing the wrong retirement income strategy
# Not taking care of your family

Heidi Pullem is a well known financial educator in Vancouver. She has
counseled government employees, teachers, health care workers,
professionals and business executives approaching retirement. Her articles
have appeared in The Vancouver Sun, Financial Forum News, Today’s
Investor, CARP Magazine, Investment Executive and Advisor.ca. Heidi is
regarded as an expert in helping baby boomers increase their assets, reduce
income taxes, create income, and take care of major risks. She is a Certified
Financial Planner, proving her expertise in investments, taxes, insurance,
and estate planning, and maintains her designation with diligent ongoing
education. She is also a member of the Estate Planning Council of
Vancouver and Advocis (Financial Advisors Association of Canada).