Income Tax Reduction and Estate Tax Elimination Possibilities

Attend and YOU Will Discover:

The Top 10 Canadian Retirement Threats… and How to

Protect Yourself NOW.

The #1 Technique To Protect Your Retirement Lifestyle

from the Ravages of Inflation.

How To Avoid Capital Gains Taxes On Appreciated Investments.
What Are The 3 (Avoidable) Causes That Consumed

Timothy Eaton’s Family Fortune.

How To Eliminate Estate Taxes and Avoid The 2X

Retirement Tax Trap.

Why RIF’s & RSP’s Are The Worst Ways To Leave More

To Your Family…

And much more!

April 29, 2025 @ 5:15pm VanDusen Gardens (hors d'oeuvres)

April 30, 2025 @ 11:30am VanDusen Gardens (lunch)

Your Host and Master Presenter

Nancy Lee is a recognized and respected Financial Advisor, Speaker and Author whom you may have seen in Yahoo Finance, AP, Canadian Business Today and other ABC, CBS, NBC and Fox Affiliates.

As the Founder of Plumtree Wealth Strategies, she and her team have helped countless business owners, professionals and retirees successfully navigate the retirement journey with confidence, security and dignity.

She is also known for her ‘Retire With More, Save Taxes, Leave a Legacy’ seminar series attended by those seeking financial clarity in retirement.

When she’s not guiding clients, Nancy, a black belt in karate, enjoys traveling the world with her husband, Chris, and volunteering at her local church.

Seats Are Limited… Register Now To Profit!

VanDusen Botanical Gardens

Reservations Required

5251 Oak St, Vancouver, BC

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