www.networththinking.com

How Will Your Kids Maintain Your Wealth?

How far will your money take your family? You may have set yourself up for financial longevity, but will your wealth support your family’s future generations too?

In this new and limited webinar series, Calgary’s financial advisor Susan O’Brien, is giving you all the financial tools you need to create generational wealth.

Develop actionable wealth-building strategies, get retirement planning tips and learn how to teach your kids about money.

Webinar space is limited.
Register to get VIP access and create generational wealth today.

    What will you learn?

    In the Generational Wealth Series, You Will Learn…

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    How to navigate the world of financial planning and investing to set yourself (and your family) up for long-term financial stability.

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    How to generate and pass down generational wealth to your family, securing the financial well-being of your future generations.

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    Common misconceptions about financial planning strategies to help you find the ones that actually work.

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    The number one mistake that parents make when teaching their kids — of any age — about money.

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    Retirement planning tips so you can enjoy the lifestyle of your dreams in your golden years.

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    How to take full advantage of tax savings opportunities so you can keep your money where it belongs: in your bank account.

    Susan O'Brien

    GENERATIONAL WEALTH SERIES

    What is Generational Wealth Anyway?

    When it comes to our finances, most of us focus on the here and now: paying bills, getting out of debt and saving up for big purchases. Creating generational wealth — family wealth that’s passed down from generation to generation — may not be at the top of your priority list. In fact, you may never have thought about it at all.

    Also called legacy wealth, generational wealth is the key to your family’s long-term financial success. And the best part is that anyone can start planning now to pass down wealth to their children and grandchildren. Ready to find out how to build generational wealth? By participating in Susan O’Brien’s Generational Wealth Series, you too can put your family on the path towards financial stability for now and for the future.

    Meet Your Host

    Susan O’Brien

    Hi, my name is Susan O’Brien. I’m a Calgary financial advisor at the award-winning Susan O’Brien Group, as well as the founder of the Net Worth Thinking Lens for High-Income Earners. If you’ve been asking yourself how to build up your wealth so you can pass down money to your children, the Generational Wealth Series is for you.

    In this webinar series, I’ll reveal the four lenses of Net Worth Thinking: focus, function, family and freedom. When you begin to view your financial life through these lenses, you’ll be on your way to achieving true financial freedom.

    I know the challenges — and rewards — of building wealth inside and out. I’ve built two businesses from the ground up and I’ve raised four children along the way. Now, I want to help you have more certainty around your finances and ensure the wealth you’ve worked so hard for is passed onto future generations. All you need to do is sign up for the webinar series now and you’ll be better prepared to secure your family’s financial future.

    Credentials

    • Chartered Investment Manager (CIM®)
    • Fellow of the Canadian Securities Institute (FCSI®)
    • Personal Financial Planner (PFP®)
    • Canadian Securities Course (CSC)
    • Life License Qualification Program (LLQP)
    • Conduct and Practices Handbook (CPH)
    • Portfolio Management Techniques (PMT)
    • Investment Management Techniques (IMT)
    • Wealth Management Essentials (WME)
    • Partners, Directors and Senior Officers Course (PDO)
    • Wealth Management Services Specialist for High Net Worth Clients

    Testimonials

    Praise for Susan O’Brien

    “Their approach to consulting and follow through is a distinguishing characteristic of their service. Susan and her team act with high integrity, always maintain confidentiality of personal information, and are responsive and personable.”

    H.W.Retired O&G Executive

    “No doubt you are a good people person to be able to know how to deal with folks as opposite as [us]. I have not felt talked down to for not being as financially astute as my husband, and I have learned a lot from your patient explanations about the decisions you make on our behalf.”

    M.B.

    “While we know we are not at the end of our professional relationship with you, we want to express our appreciation of your good management of our finances which has surely contributed to our ability to enjoy this wonderful retirement.”

    E.M. & T.M.

    “Passion, knowledge, and a genuine interest in achieving the best for clients is what makes Susan exceptional. What’s more is her dedication to community and her thoughtful approach in the use of philanthropy in financial planning. This sets her apart and I would highly recommend her to anyone wishing to explore philanthropy as a strategic tool for personal wealth management.”

    K.Y.

    Sign Up Now and Secure Your Family’s Future Wealth.

      Give us a call: 403-477-2436