+ All Categories
Home > Documents > WFW-2016 Organizing Your Financial Closet · ORGANIZING YOUR FINANCIAL CLOSET. Title:...

WFW-2016 Organizing Your Financial Closet · ORGANIZING YOUR FINANCIAL CLOSET. Title:...

Date post: 17-Jul-2020
Category:
Upload: others
View: 0 times
Download: 0 times
Share this document with a friend
1
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 Date: Tuesday, May 10, 2016 Details: WeirFoulds LLP 66 Wellington Street West, Suite 4100 TD Bank Tower Toronto, ON M5K 1B7 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 finances. The panel will include: Lori Duffy, Partner, WeirFoulds LLP Sarah Bull, Partner & Portfolio Manager, KJ Harrison & Partners • Ann Richards, Investment Advisor, CIBC Wood Gundy Visit www.weirfoulds.com for more information. Registration & Breakfast: 8:00 a.m. - 8:30 a.m. Moderated Panel Discussion: 8:30 a.m. - 10:00 a.m. Networking to follow RSVP BY THURSDAY, MAY 6, 2016 TO: [email protected] If you have any questions, please contact: Naomi Wall at [email protected] SPRING CLEANING: ORGANIZING YOUR FINANCIAL CLOSET
Transcript
Page 1: WFW-2016 Organizing Your Financial Closet · ORGANIZING YOUR FINANCIAL CLOSET. Title: WFW-2016_Organizing Your Financial Closet Created Date: 4/5/2016 12:27:25 PM ...

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

Date: Tuesday, May 10, 2016Details: WeirFoulds LLP66 Wellington Street West, Suite 4100TD Bank TowerToronto, ON M5K 1B7

Spring cleaning is about more than clearing the clutter out of your closets. Spring is also an excellent time to bring clarity to your �nancial picture.

WeirFoulds Women invites you to an informative breakfast session with expert advice on managing and enhancing your �nances.

The panel will include: • Lori Du�y, Partner, WeirFoulds LLP • Sarah Bull, Partner & Portfolio Manager, KJ Harrison & Partners • Ann Richards, Investment Advisor, CIBC Wood Gundy Visit www.weirfoulds.com for more information.

Registration & Breakfast: 8:00 a.m. - 8:30 a.m.Moderated Panel Discussion: 8:30 a.m. - 10:00 a.m.

Networking to follow

RSVP BY THURSDAY, MAY 6, 2016 TO:[email protected]

If you have any questions, please contact:Naomi Wall at [email protected]

SPRING CLEANING: ORGANIZING YOUR FINANCIAL CLOSET

Recommended