February 20, 2020

Retirement, Investment, Estate and Tax Planning

February 20, 2020 Shaftesbury High School • 2240 Grant Ave. WinnipegMBCanada  R3P 0P7 View Map Organized by City of Winnipeg
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About this event

February 20, 2020
7:00 PM to 9:00 PM
Thursday
Ages 14-255 · Co-Ed

Shaftesbury High School

2240 Grant Ave. WinnipegMBCanada  R3P 0P7
View Map

Description

This activity has been cancelled.

Do you have a vision for your retirement and for your heirs? Do you know how much your retirement paycheque will be? How much you will need and where should you draw from? How should you invest? How can you ensure your retirement income will last for all your retirement years? Are you overpaying for your investments and advice? Does your plan incorporate estate planning goals? Are there strategies you should be considering to minimize taxes and to guard against money going to the wrong people on your passing? Instructor: Martin Cloutier, B.Comm. (Hons), CFP, RRC.


Please bring a pen & paper for note taking.

For courses conducted on a three-day (or less) basis, no account credit will be given after 7 days prior to the course start date.

Secondary Category

Financial Management

Location

SHS - Classroom at Shaftesbury High School

Instructor

Martin Cloutier

Shaftesbury High School • 2240 Grant Ave. WinnipegMBCanada  R3P 0P7 Get Directions

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