Ontario Chapter - April 29 2017 Event -5 Steps for an Effective Estate Plan.

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Our next event will be on Saturday April 29 ( 10 am - 2.00 pm) at the Living Art Centre - Rogers Theater -

Located at map 4141 Living Art Drive, Mississauga, On., L5B 4B8. 

The Main Topic will be presentation by:

Mohamed Kababji

Certified Financial Planner at Desjardins Fiancial Security Investments Inc

5 Steps for an Effective Estate Plan.
  1. How to Minimize taxes
  2. Transfer assets to beneficiaries  in a financially efficient and fair manner
  3. Provide for survivors
  4. Ensure business continuity
  5. Identify who carries out last wishes and who cares for minor children

Mohamed Kababji is a Certified Financial Planner. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.  A comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. Kababji specializes in financial and retirement planning. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, education planning and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Mr. Kababji’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.