伦敦理财Waterloo 2019夏季免费系列讲座

                             夏季系列讲座

为回馈和更好服务滑铁卢及周边地区的华人朋友,2019年夏季由伦敦理财的全职专业理财顾问给大家奉献一组专业的讲座。每次座位限20,希望大家及早订座。如果已订座但临时来不了的朋友请及时告知。从事金融行业的人员请另约。讲座的时间是周日下午两点。讲座地点在伦敦理财的Kitchener办公室(详细请见订座链接),免费停车。联系电话:226-606-0289

讲座一: 退休规划 (适合人群45+)(June 23)

话题:RRSP、CPP、GIS、OAS、RPP、DPSP、DBPP、RRIF、Annuities、reverse mortgage、RCA

June 23 免费订座:https://www.eventbrite.ca/e/jun-23-tickets-63364606243

讲座二:投资 (June 30)

话题:Mutual funds; Segregated funds; fund selection; smart investment tips;

June 30 免费订座:https://www.eventbrite.ca/e/jun-30-tickets-63364703534

讲座三:人寿保险及遗产规划 (July 07)

话题:family law basics、risk management、Life insurance、Estate planning (probate; will, taxation; POA)

July 07 免费订座:https://www.eventbrite.ca/e/jul-7-tickets-63364801828

讲座四:健康及在世保障规划 (July 21)

话题:individual/group health dental;Living benefits planning; critical illness; disability insurance

July 21 免费订座:https://www.eventbrite.ca/e/jul-21-tickets-63364850975

讲座五:保险的详细配置和规划workshop (Aug 11)

话题:illustrations, configurations, buying tips (Term, Par., UL, CI, DI, Travel, Health and dental), existing policy reviews

Aug 11 免费订座:https://www.eventbrite.ca/e/aug-11-tickets-63364903131

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