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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
Strathcona-Tweedsmuir School
Strathcona-Tweedsmuir School
Add to Calendar 06/17/2020 09:30 06/17/2020 10:15 America/Edmonton Wealth Management Advanced: An Over 40’s Guide to Successful Financial Planning and Tax Efficiency Strathcona-Tweedsmuir School false MM/DD/YYYY aBQMpIrbLzYLNfpCVmNI23956

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

CLICK HERE TO REGISTER FOR THE SPARTAN TALK WEBINAR ON JUNE 17