Course Catalogue.

Fundamentals of Financial Planning & Investment Strategies

0 Professional Development Hours

This webinar is offered in partnership with and will have promotional services for:
Watson Investments

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

Description:

We will cover a wide range of helpful, actionable strategies that will allow you to better manage and grow your money.

Course Outline:

  • 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.

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Course Rating
4.3 out of 5

Overall rating of this course by its previous attendees!

COURSE CREDIT

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.

ON-SITE TRAINING
This course can be customized and delivered to a group at your facility saving time and money.
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