Smart Women Finish Rich: Basic Investing for Your Future April 24, 2008
Burnaby, British Columbia V5B 1S2
Carol Waldmann, MBA, CDFA. Carol Waldmann is an Investment Executive in the South Granville branch of ScotiaMcLeod. With an MBA, professional financial planning and divorce planning designations as well as 16 years in business, Carol brings a diverse set of skills to her clients. Women are generally very good money managers: budgeting; comparison shopping and making dollars stretch further. Where women may lag behind is in long-term financial planning. We all want to have a comfortable life in our retirement: a life that includes shopping, traveling and eating out at nice restaurants. Carol will talk about the basics of investing, understanding how important it is to plan for your future and will give each of us a handout with some helpful resources and tools to help us make better investments decisions.
LOCATION: Meeting Room, ABC Country Restaurant, 6500 Hastings Street (at Kensington), Burnaby, BC
TIME: 6-7 pm social & networking, 7-8 pm dinner, 8-9 pm speaker
COST including dinner and speaker: $21.00 members, or $24.00 non-members. Bring your brochures, pamphlets and business cards for our networking table. Door prizes as donations are welcome. RESERVE RSVP: Sharon Ladret: sharon@donndean.com
Added by MerrileeMiller on October 19, 2007
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MerrileeMiller
CHANGE OF SPEAKER
TOPIC: "Plan Your Financial Future" talk by Tyler Steele, an investment advisor at CIBC Wood Gundy will focus on planning for your financial future. Learn the basics of investing, understand the important of planning for your future and helpful resources to help you make better investments decisions.
SPEAKER: Tyler Steele, B.A., CFA, FMA, FCSI, Investment Advisor. Tyler has over twelve years experience in the financial industry, including almost four years serving institutional clients in London, England. Tyler passed the Certified Financial Planner course in 2001 and current works with Private Clients at CIBC Wood Gundy in Vancouver. With a strong quantitative background, Tyler brings with him a firm understanding of financial markets and insurance. Tyler works closely with his clients to build long term financial and estate plans.