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You are invited to attend any of our interesting and informative seminars in complete comfort knowing that as a professional courtesy, there is no cost, no obligation, no pressure of any sort, and no personal follow-up (unless you specifically request us to do so). Here is a summary of our upcoming programs:
"Lunch and Learn"
Join us for food and financial education
12:15pm – 12:45pm
$15 per person
(includes lunch from On The Front Restaurant)
Very Limited Seating ♦ Reserve Early ♦ 519 332-4141 Ext. 30
Please visit us again - No sessions scheduled at this time
TOPIC DESCRIPTIONS Educational Funding Opportunities
If you want your children or grandchildren to win the top jobs in the competitive world of tomorrow, they will need a solid education – a higher education – which, regrettably, comes only at an increasingly higher cost. We Have A Solution Financial Planning 101
You`ll earn a fortune over your lifetime, and you have the potential of accumulating substantial wealth - if you make the right decisions. It can also be very confusing, and a number of obstacles can get in your way. We Have A Solution How Best To Invest Today
Over the past several years, we have witnessed dramatic shifts in the financial markets. With a prolonged down market following a decade of prosperity, and interest rates at near record lows, many investors are wondering what to do. We Have A Solution How to Preserve Your Estate for Your Heirs
Your estate is your lifes work and you are concerned about how it will be distributed to family and friends. Without proper planning and effective implementation, your estate will be distributed according to provincial laws - not necessarily according to your wishes or intentions. We Have A Solution Planning for a Comfortable Retirement
People who have been working for most of their life are often financially unprepared for retirement. Without a well-thought-out retirement plan, you could be in serious financial difficulty in your "golden" years. We Have A Solution The Last Great Tax Shelter
You may not be aware that there is a variety of ways to defer, shelter, reduce or eliminate income taxes. By not knowing your tax planning options, you could lose a substantial amount of money to the taxman. We Have A Solution Planning for Future Prosperity
To achieve ultimate success, you`ll need to master various techniques to coordinate your overall financial affairs and to help you chart the right course. You may not be completely aware of the difference effective financial planning can make to ensure your future financial security. We Have A Solution How to Legally Reduce Your Income Tax
If you are a high income individual, you realize that personal taxes are among the largest - and fastest growing - categories of expenses. You know you would like to reduce taxes, but aren`t quite sure how. We Have A Solution
"Planning Before / During Retirement"
By Registration Only ♦ First Sarnia Place, 14th Floor No sessions scheduled at this time ♦ 5:30pm - 6:30pm
Planning BEFORE RetirementLearn how to predict your expected retirement income needs and anticipate the various income alternatives available to provide for those needs. The closer you are to retirement, the more critical it is that you plan for this big event. Although there is no cost or obligation to attend, space is very limited. Therefore, we do request that you reserve your seat(s) in advance by calling our office at (519) 332-4141 during normal business hours.
No sessions scheduled at this time, please visit us again ♦ 3:30pm - 4:30pm
Planning DURING RetirementFor those already retired, there are a number of important issues and opportunities to be aware of in order to be financially comfortable and enjoy your "golden" years. Make sure you are fully aware of all those options! Although there is no cost or obligation to attend, space is very limited. Therefore, we do request that you reserve your seat(s) in advance by calling our office at (519) 332-4141 during normal business hours.
GUEST SPEAKER AVAILABLE FOR YOUR GROUPSince we don`t normally schedule appointments at noon or in the evening, we are available to provide 30 - 45 minute presentations to groups of at least 20 people. Your choice of topics: 1) How to Plan For a Financially Comfortable Retirement2) How to Reduce the Amount of Tax You Pay 3) How to Invest in Uncertain Times Please call (519) 332-4141.
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