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Ladies Night! - Women and Investing - Reaching for Retirement
Nov 08, 2017 07:00 PM - 08:00 PM Eastern Standard Time
Please join us Wednesday November 8th at 7 pm for a night of fun as we welcome Katrina Wilson from Fidelity Investments to come speak with the ladies regarding investing and reaching for retirement.
There will also be a door prize for a lucky winner!
Responsible Investing - Business Owners
Oct 25, 2017 02:00 PM - 03:00 PM Eastern Daylight Time
Mike Miller from NEI Investments will be joining us as our next date for seminars is slotted for Wednesday October 25th. We will be running a session in the afternoon that is geared more towards the business community and Responsible Investing. We also have a session in the evening at 7 pm and the focus for this seminar will be on the next generation and responsible investing.
NEI Investments were the first in Canada to build a large, comprehensive corporate engagement program that actively works to change the Environmental, Social and Governance (ESG) practices of companies held in our funds to help minimize risk.
Wealth Transfer Strategies
Oct 11, 2017 02:00 PM - 03:00 PM Eastern Daylight Time
Please join the team of Ecclestone Financial group along with guest speakers Rob Wolf and Jon Hreljac as we discuss the following topics:
- Estate Planning Strategies Related to Retirement Savings
- Common Mistakes
- The Role of the Executor & the Ontario Probabe Process
- Techniques for Excluding Assets from Probate
What Should You Do With Your Tax Return?
Apr 26, 2017 02:00 PM - 03:00 PM Eastern Daylight Time
We will be continuing our series of seminars on Wednesday April 26th and this month's topic will be "What You Should Do With Your Tax Return"
Is receiving a tax refund a good thing? If you did receive a tax refund, what should you be doing with it? Our advisors has some tips to use your tax return to progress your financial plan.
Ecclestone Financial Group
Manulife Securities Incorporated
|Address:||245 St. David Street North |
Fergus, Ontario, CA
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Published by Ecclestone Financial on Jul 17, 2017
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