You are cordially invited to attend a special no-cost, no-obligation seminar presentation on:
“Tax-Efficient Investment Planning in the 21st Century"
With specific focus on:
Asset Allocation to Meet Your Needs Today
Understanding "The Investment Planning Process"
Better Strategies for a Tax-Efficient Portfolio
Investment Strategies that Work for YOU!
To be held on Thursday, April 22, 2010 at the Bayview Golf and Country Club, 25 Fairway Heights Drive, Thornhill, Ontario, L3T 3X1, starts at 7:30 pm up to 9:00 pm.
Guest Speaker: Daniel Collison, B.A., CFP, TEP, Regional Director, Investors Group, Lecturer on Personal Financial Management, MBA Program, Schulich School of Business, York University, and Regular Commentator on CP 24
A "must attend" for those who are interested in developing a tax efficient investment plan now and in the future!
Seminar seating is very limited; reservations accepted will be limited to 25. Please make an early reservation to secure a seating in this seminar. Call 24/7 seminar hotline 416-292-7518 ext. 619 or write to Mary Ann J. Lara, FCSI, CGA, CFP at maryann.lara@investorsgroup.com.
Added by laramaryann on March 3, 2010
laramaryann
Daniel Collison is an excellent and interesting speaker, this seminar offers important issues in developing a tax efficient investment plan.