本帖最后由 wx_Ht22HW2J 于 2018-4-6 12:27 编辑
讲座一:Estateplanning & Wealth transfer 遗产(嘱)规划和资产转移 (4月8日星期日下午3 PM)
主讲人:Rick Macoretta(前伦敦理财Tri-cities Director) ; 黄大侠
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讲座地点:50 Sportsworld Crossing Rd. (West Building), Kitchener, ON N2P 0A4 (免费停车)
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讲座二:AlternativeInvestment Strategy 财富保障及退休规划 ( 4月15日星期日下午3 PM)
主讲人:Rick Macoretta (前伦敦理财Tri-cities Director); Ying Huang(伦敦理财)
讲座三:Saveit, Spend it, Leave it理财规划三部曲(4月16日星期一 晚上7 PM)
主讲人:Elie Nafekh (President of Grand River FinancialSolutions); Ying Huang(伦敦理财)
讲座四:Financial security 财务保障(当您的理财计划被危疾、伤残、失业和健康打乱时)(时间待定)
主讲人:Ying Huang(伦敦理财); Guest speaker (TBD)
讲座五:Universal Vs. Participating深度解析分红保险和万能保险及其运用(时间待定)
主讲人:Ying Huang(伦敦理财); Guest speaker (TBD)
讲座六:Investments (Mutual funds; RESP/RRSP/TFSA; Segregatedfunds) 投资策略(时间待定)
主讲人:Ying Huang(伦敦理财); Guest speaker (TBD)
讲座七:Corporate Asset Allocation开启您的企业投资(时间待定)
主讲人:Ying Huang(伦敦理财); Guest speaker (TBD)
讲座地点:50 Sportsworld Crossing Rd. (West Building), Suite 280, Kitchener, ON N2P 0A4 (免费停车)
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