Wealth Management Advanced: An Over 40’s Guide to Successful Financial Planning and Tax Efficiency
Please join us in our upcoming Spartan Talk webinar on Advanced Wealth Management. This webinar will be of interest for those over 40 and will cover successful financial planning and tax efficiencies in later years: RESP and TFSA uses, developing a family trust, active vs. passive management, portfolio design and construction, and more.
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.
Wealth Management Advanced: An Over 40’s Guide to Successful Financial Planning and Tax Efficiency
Date: Wednesday, June 17
Time: 9:30 – 10:15 am
Location: Online
Cost: Free