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Concerned with the performance of your portfolio over the past year? With interest rates being so low, what was once “Risk Free Return has become Return Free Risk”! Attend to learn about the proper design of a balanced portfolio and the risks you may not be aware of within your own investment. Additional topics will include the following aspects of a well-designed, comprehensive wealth management plan: taxation of assets, proper beneficiary designations, different types of Powers of Attorney & creating a tax efficient income stream in retirement…TFSA, RRSP, LIRA, RRIF, LIF, CPP, OAS, etc. Attend to ensure recent market uncertainty will not ruin your retirement plans or decrease the size of your estate.
Start Date:March 7, 2018
ScheduleWednesday, March 7th
7:00 - 8:00 PM
Lord Selkirk Regional School
221 Mercy Street
InstructorPage Studler, Associate Financial Consultant
*All classes held at Lord Selkirk Regional School - 221 Mercy Street, Selkirk, MB R1A 2C8, unless otherwise noted.
Refunds are subject to a $15 handling fee and must be requested 3 business days prior to start date. No exceptions.
Students will be notified by phone if their courses have been cancelled and a full refund will be issued.