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 :: NCRTA Seminar: Financial Planning  





NCRTA is holding a financial planning seminar on Saturday, April 07, 2012 at 2:30 PM in Walter Baker Centre, in Barrhaven.

Logistics:
  • CLICK HERE TO SIGNUP
  • Date & Time:Saturday, April 07, 2012 -- 2:30 PM to 4:30 PM
    Venue:Walter Baker Sports Center - Room 202,
    100 Malvern Dr, Nepean, K2J 2G5
    Presenter:Mr. Dimitris Foss, CFP
    Wealth Advisor, The Crawford Foss Group
    Cost:Free admission, But enrolment is required.
    Click here to pre-register.

    Course Synopsis:

    Do you
    - have a road map for your financial future?
    - know where you are today and where you want to be financially?
    - have the steps set out to reach your finacial goals?
    - know the importance of wills and estate planning?
    - have a sound insurance planning?
    - know how to generate tax efficient cash flows?

    If you answerred no to any of these, then this seminar is for you!

    Course Topics:

  • Basics of financial planning
  • Overview of estate planning
  • Overview of insurance planning (life, disability, critical illness, and long-term care)
  • Tax-efficient cash flows & how to generate it
  • Differences between various accounts
  • And more
  • Signup for this workshop:

    Please fill the following form to signup for this seminar

    You can be rest assured that your personal information will never appear publicly on the Internet and your email address will only be used for the seminar related communications.

    | STEP #1 | STEP #2 |
    Your Information:
    Name:
    Salutation First Name Family Name
     Phone (Home):
     Phone (Cell/Work):
     E-mail:
    It is required that you enter a valid email address
    to complete the Step #2 of the signup.
     Location: Ottawa, Canada.

    Yes, I want to attend the financial planning seminar on April 07, 2012.
    (check to confirm)

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