Tag Archives: 101

Seminar: Financial Planning 101

When people are asked what is meant by ìfinancial planning, their mind automatically gravitates to investments and rate of return. Although investments or investment planning is important, this is only one- sixth of a comprehensive financial plan. The purpose of this presentation is to look at the additional issues that deal with tax planning, retirement planning, estate planning, cash management and risk management. Only when all the other pillars are discussed and analyzed can a person truly have an optimized financial future.

Presenters: Timothy Szeto, CFP, CLU, CHS

Date: November 03, 2014
Time: 6:30 PM to 9:00 PM
Location: S. Walter Stewart Public Library, 170 Memorial Park Ave., Toronto M4J 2K5

If you have any questions regarding the presentation please contact Sneha Mathrani, EIT at mathrani.sneha@gmail.com.
If you have any questions regarding the online registration, please contact Dan Mireanu, P.Eng. at dan.mireanu@gmail.com.

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