B-SIDE: RE-INTRODUCING ASSANTE’S WEALTH MATTERS WEBCASTS

Also in response to the diverse interests that were expressed in The Client Survey, we are happy to reintroduce you to Wealth Matters Webcasts, which take place quarterly and offer cutting edge content from a wide variety of experts in both financial and non-financial fields.

Earlier this summer, Dr. Greg Wells hosted the Wealth Matters Summer Wellness Session called ‘The Ripple Effect’, sharing strategies to help individuals and organizations perform at their best—even under the most challenging circumstances.

During this session, Dr. Greg Wells discussed how small improvements lead to exponential results, which foods help heal stress and why controlling attention determines success.

If you missed the Summer Wellness Session webinar or wish to revisit some of the insights shared, click here to access the replay for your chance to listen in.

We are also excited to invite you to this quarter’s Wealth Matter events which you may want to subscribe to attend using the link provided here. Join us at Wealth Matters on Wednesday, September 18^th, 2024 at 3pm EDT for Year-End Tax Planning Opportunities.

Topics will include:

• Tips to minimize personal income taxes.
• Items requiring action prior to the end of the year.
• A discussion of the changes to the capital gain inclusion rate.

This session will be presented by estate planning specialists from CI Assante Private Client’s Wealth Planning Group. By registering to attend, you will also receive access to the playback should your plans change.

There is indeed more than one way to wealth.

Thank you for your continued partnership, on behalf of Surround Wealth Advisors.

By Gillian Stovel Rivers, MA, CFP®, CEA
Senior Wealth Advisor
Surround Wealth Advisors
Assante Financial Management Ltd.