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Personal Financial Planning ‑€“ Pre‑Retirement Series

Posted by Stephanie Rogers on April 22, 2016 in News

Date: May 31, 2016
Time: 9:00 am – 12:00 pm
Location:   Haley Institute, Room 254

The Personal Financial Planning seminar will provide an overview of the considerations you should take into account in planning financially for your retirement. It will include advice on tax and estate planning, as well as saving options, from professional financial consultants.

The seminar will also cover how to Successfully Navigate Volatile Markets. Recent stock market turbulence has left many investors with questions.  We’ll look at it investing in the market from both a short and longer-term perspective, touch on why remaining focused on the long term and staying invested are key and explore how portfolio diversification may help you mitigate the effects of volatile markets.  

We’ll end the presentation with a question and answer period.

This session is open to Â鶹´«Ã½ Faculty and Staff – 45 years and older and is free of charge.  To register, please click on the link below. If you plan to bring a guest please check that option when you register.

If you have any questions please contact Amanda LeBlanc,  Human Resources, Agricultural Campus at 902- 893-2358 or amanda.leblanc@dal.ca.

Facilitators:  Danette Foster, KPMG and Scott Ellison, TD Wealth