News‎ > ‎

Ottawa ShareClub Meeting - Dec 5, 2012

posted Nov 27, 2012, 7:05 PM by Investor Tips   [ updated Nov 27, 2012, 7:17 PM ]

Ottawa Share Club Meeting - Wednesday December 5, 7:00 pm - Ottawa Citizen Building

Summary Agenda:
WELCOME
ROUNDTABLE DISCUSSION What is your opinion about borrowing to invest and do you have any experiences you can share ? MAIN TOPIC
Your Future by Design - 8 disciplines of Financial Planning
When Wed, December 5, 7pm – 9pm GMT-05:00
Where Conference Center, Ottawa Citizen Building, 1101 Baxter Road Ottawa, ON
Who (Guest list has been hidden at organizer's request)
 
The following will be on the agenda:

- A round table discussion at which Members will be asked  "What is your opinion about borrowing to invest and do you have any experiences you can share ?"  Borrowing includes using a margin account, line of credit, residential mortgage, etc.... We will aim to complete the roundtable by 7:30 to leave enough time for the main topic. Members who do not wish to participate can pass.

The evening's main presentation titled  "Your Future by Design "  features the Royal Bank of Canada's 8 disciplines of Financial Planning.- Optimizing Net Worth and Cash Flow, Borrowing and Debt Management, Tax Planning, Retirement Planning, Transitioning into Retirement, Estate Planning, Investment Planning and Risk Management.   Based on feedback obtained on past sessions, Maurice Powers, a Financial Planner at RBC Wealth Management, encourages couples to attend.

You may wish to access the Ottawa Share Club information at one of our Members web page: www.investortips.ca/ottawashareclub

If you have any questions, do not hesitate to contact me by email OttawaShareClub@gmail.com or at 613-741-2828.   Looking forward to see you Wednesday December 5, 7.00 pm at Ottawa Citizen Building.

Andre Albert
Ottawa Share Club 
Communications Coordinator