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Wealth Management Advanced: An Over 40’s Guide to Successful Financial Planning and Tax Efficiency

Wealth Management Advanced: An Over 40’s Guide to Successful Financial Planning and Tax Efficiency

Wed June 17, 2020
9:30am - 10:15am
In the comfort of your home.
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Wealth Management Advanced: An Over 40’s Guide to Successful Financial Planning and Tax Efficiency

Date: Wednesday, June 17
Time: 9:30 am – 10:15 am
Location: Online
Cost: Free

This webinar will be on Wealth Management Advanced for those over 40 and will cover successful financial planning and tax efficiencies in later years.

Our guests will be Dana Lougheed ‘90, Associate Wealth Advisor and Business Development Specialist at Lougheed Wealth Management of Raymond James, and Jason Fong ‘03, Vice President, Financial Planning Specialist at RBC Wealth Management Services.

Top up your coffee, bring your own breakfast and join us online for an informative 45-minute webinar to start your day.