| IPG Ottawa Central - Current Events |
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Independent Planning Group is pleased to offer you a series of ongoing seminars on a variety of salient topics of importance to your financial well-being.
To register for any of these seminars please call 613-238-7818. Space is limited so be sure to book as early as possible. The seminars will take place at 1525 Carling Ave., in the board room on the lower lever. This is the building to the east of our offices.
Present Events: To be annouced
Past Events: May 26th, 2011- Bring an Executor/Beneficiary to an Estate Planning Seminar This event provides a rare opportunity to bring your executor/beneficiary to obtain expert advice from Doug Carroll, Vice-President of Tax & Estate Planning at Invesco Trimark. March 31, 2011- Socially Responsible Investing: Learn about an investment strategy that seeks to maximize returns and at the same time be sustainable and socially concious. January 27, 2011- Economic Outlook 2011 and Tax Savings Opportunities: A timely and informative perspective on the economic outlook for 2011 and a variety of practical and effective tax savings strategies. November 18th, 2010- Planning for the Care Years: An examination of strategies to protect your investments from depletion due to unplanned care-related expenses. Jantzi-Sustainalytics, a Canadian investment research firm focusing on socially responsible issues, will provide an analyst briefing on this issue via webinar. Clients interested in socially responsible investing are welcome to register to inform themselves about some of the issues considered when the objective of social responsibility is added to an investment mandate. June 17th, 2010- Guaranteed Income for Life: This seminar will examine an investment vehicle that is designed to protect your principal investment while providing you with the ability to withdraw a percentage each year. April 15th, 2010- Guaranteed Savings and Income Options for Conservative Investors: A comprehensive review of your guaranteed investing options and how to position them in your portfolio. February 18th, 2010- Registered Disability Savings Accounts: An examination as to how the Registered Disability Savings Plan (RDSP) helps Canadians with disabilities and their families save for the future. January 21st, 2010 - Tax Free Savings Accounts: This seminar will focus on Tax Free Saving Accounts and their potential long term impact. |
