Saturday, July 09, 2011

Estate Planning and Investing 101 Seminar on July 14, 2011

I am co-presenting with Shannon Jones, wealth advisor, at ScotiaMcLeod, a seminar "Investing and Estate Planning 101" on Thursday, July 14, 2011. The seminar will start at 10 am and will finish at noon. Our topics will be:

How to choose an advisor.
Is your asset allocation appropriate for you?
Pros and Cons of a Fee-based versus Commission.
Powers of Attorney.
Representation Agreements.
Wills and Will Substitutes.

The seminar will be held at ScotiaMcLeod, Landmark V Building,
Suite 600 - 1620 Dickson Ave.
Kelowna, British Columbia

If you are interested in attending, please RSVP Shannon Jones at (250) 868-5535, or by email at

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