Fundamentals of Financial Planning & Investment Strategies
After this presentation you will be able to:
- Understand how to approach retirement planning
- Know how to get the highest return, that’s best for you and your family with your money
- Understand key market principles that will lead to a better investment experience
We will cover a wide range of helpful, actionable strategies that will allow you to better manage and grow your money.
- Financial management
- Retirement Planning
- Tax planning
- Risk mitigating
- Account types
- Estate planning
- Children Education Planning
- Investment 101
Who Should Attend
Anyone who has an interest in learning more about financial planning and investments.REQUEST GROUP TRAINING QUOTE
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Almost all of EPIC's courses offer :
- Continuing Education Units (CEUs) and
- Professional Development Hours (PDHs)
These course credits will help attendees earn training requirements for their associations or provincial governing bodies.
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