Workshop brought to you by Alberta Wealth Management

Congratulations on taking the first step to developing an action plan that will help to provide for your future.

You have probably found that most of the information and resources on investing tends to focus on the same thing - save more and spend less, stick to a disciplined long term investment strategy. This may be okay for people who don't have expenses like groceries, car loans, credit cards, mortgages, repairs or children. In the end the underlying message is, "Suffer Now to Afford Retirement".

Most people we have spoken to know they need some kind of retirement plan. However they want to enjoy their life now while they are younger and able to do some of the things they dream of. You can have both. We will teach you how. Attend the FlexEquity© Workshop - at 7 PM Tuesday June 3rd and please plan on arriving 10 minutes early to allow ample time to get a good seat and refreshments. Our start time will be punctual.

This Workshop Preview Pack is designed to give you a brief summary of how Richard Wright's FlexEquity© plan can help you. Completing the self evaluation chart below will enable you to see if you quality for FlexEquity©. If you do, we encourage you to attend the workshop or make a personal appointment with Richard Wright to get the details.

This strategy is designed to help people deal with two problems that face most of us - we have far too much money tied up in our homes and at the same time, too little saved for retirement. This leads most people to feel that they have to choose between an enjoyable lifestyle today or a pleasurable retirement tomorrow.

Do We Really Have To Choose
Between A Life Today And
Our Retirement?
The Reality Is - You Can Have Both

By attending our workshop you will learn how to use "Canadian tax laws to your advantage" - all without spending a penny more. You will enhance your wealth and slash taxes through the benefit of home ownership. We'll even show you how you can pay off your mortgage sooner!

The FlexEquity© Workshop will show you how to convert some of your debt to a tax deductable expense and how to reinvest your savings in a guaranteed investment vehicle paying a minimum 5% tax free. Our plan exchanges non deductible (bad debt) to tax deductible (good debt). Bad debt is money borrowed for your personal needs such as car loans, home improvement loans and mortgages, where as "good debt" is money borrowed to give you a return and is an allowable tax deduction.

Although most people qualify for Richard Wright's FlexEquity© strategy, due to certain circumstances some do not. We would like you to attend if there is an opportunity that we may be able to assist you so we've designed a simple FlexEquity© Self-Evaluation Chart to roughly determine your debt ratio. This is something you can do privately to help you with your decision to attend our workshop. If you need assistance however, please don't hesitate to call Richard Wright directly at 701-4454.

You should attend if…

• You desire a tax deductible expense.
• You want to put your home equity to good use.
• You want to pay off your mortgage faster without spending a penny more to do it.
• You desire a unique Wealth Accumulation Plan
  
  

What you will learn…

• How to make your home equity tax deductible.
• How to take advantage of the Canadian tax laws.
• How to protect your investment portfolio from downside market risk.
• Improve your lifestyle without spending a penny more.
  
  

If You're Not Taking Advantage Of Richard Wright's FlexEquity© Strategy You Are Missing One Of The Best Opportunities Toward Improving Your Financial Picture.

Your Host - Richard Wright, CLU

Richard consistently delivers new and innovative products to his clients for investment and successful financial planning. The FlexEquity0 is only one of many. He has over 28 years experience in the financial services industry, 18 of which have been dedicated to successfully growing his own financial advisory firm. The rapid growth of the firm was largely attributed to referrals from satisfied clients. As an Independent Financial Advisor he is not affiliated with a specific company so he is not limited to only one product offering. Because he can select products from a variety of companies, his clients receive the best investment vehicle to suit their strategy and risk tolerance. Mentorship, teaching and sharing of knowledge are the traits of a good financial advisor. Sharing his strategies, techniques and information with clients leads to trust and mutual respect which in turn creates a relationship with a shared sense of mission. Richard, president of Alberta Wealth Management Inc, has helped hundreds of people achieve and go beyond their financial goals. He is looking forward to meeting you at the workshop to introduce you to some unique and innovative solutions to your financial issues.

Workshop Agenda:

35 Minutes

• Methods of financial FlexEquity©
  - Standard mortgage
  - Investment loan
  - LOC
  - HELOC

10 Minutes

• Refreshments
  

35 Minutes

• Understanding demographic trends
• Current tax act
• Guaranteed investments
• End result
  
  

This is a FREE workshop. Seating is limited. So it is advisable to register online today.