
May
10
Tuesday
Tue
2016
Past Event
WeirFoulds LLP: Spring Cleaning: Organizing Your Financial Closet
Spring cleaning is about more than clearing the clutter out of your closets. Spring is also an excellent time to bring clarity to your financial picture.
WeirFoulds Women invites you to an informative breakfast session with expert advice on managing and
enhancing your fi nances.
Please join us as we discuss strategic issues for your financial future:
- How to get the most out of your retirement savings
- Smart investing principles
- Estate planning
- Maximizing your charitable donations
- How to minimize debt and grow your savings
The panel will include:
- Lori Duff y, Partner, WeirFoulds LLP
- Sarah Bull, Partner & Portfolio Manager, KJ Harrison & Partners
- Ann Richards, Investment Advisor, CIBC Wood Gundy
Time:
8:00 a.m. – 8:30 a.m Registration & Breakfast
8:30 a.m. – 10:00 a.m Moderated Panel Discussion