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Ottawa ShareClub Meeting - April 8th, 2014 - TFSA Investing Style, Retirement Concerns

posted Apr 6, 2014, 8:39 PM by Investor Tips   [ updated Apr 6, 2014, 8:41 PM ]
MEETING ANNOUNCEMENT— TUESDAY APRIL 8th AT 7:00 PM at the Ottawa Citizen Building, 1101 Baxter Road - Conference room-main floor

The Ottawa ShareClub is a nonprofit organization which is dedicated to the sharing of financial knowledge. It is not an investment club.
At our up-coming meeting, you will connect with people who have similar interests who are willing to share their knowledge and experience. Join in, ask questions and participate!
 
Agenda:
 
THE MARKET – A quick over- view of the markets including noteworthy issues presented by Albert Hum.

The “ROUNDTABLE DISCUSSION TOPIC –TFSA Investing Style” will be led by Eric Comeau. Nearly half of all Canadians have a Tax Free Savings Account, but only 21% have them in an investment-style account. So, what is your investment style when investing in a Tax Free Savings Account (TFSA)? Speculative vs. Conservative? Are you a High Risk taker (aggressive)? Are you seeking interest vs. dividends vs. capital gains or a combination? Is your approach an active or passive one? What are your goals and objectives? Whether you are a pro or just starting out with your TFSA, join us in what should be a very interesting and lively discussion! Share your opinions, knowledge and experience and don’t be afraid to ask questions!

MAIN TOPIC - RETIREMENT CONCERNS OF CANADIANS TODAY AND (PERHAPS TOMORROW). Have you developed a retirement plan? Oops, you didn’t take into consideration a possible increased tax burden and inflation in your plan? This presentation will focus on the difference between the ACCUMULATION AND RETIREMENT PHASES that Canadians need to consider and how you might approach them. Retirement product allocation will be addressed with an emphasis on MAXIMIZING INCOME AND MINIMIZING TAX. 

Our guest presenter will be Daniel G Stewart B.A, CFP, FMA. Dan is a Faculty Professor in the School of Business at Algonquin College. In addition, he is a Certified Financial Planner and Wealth Manager for his clients and former Manager of Advisor Training And Development with Freedom 55 Financial.

Bring a friend; bring your questions and opinions and join us for refreshments. Take this opportunity to ask the expert!

There is a $5 door fee(excluding students) for non-members. We look forward to seeing you on Tuesday April 8th.

If you have any questions, do not hesitate to contact us by email OttawaShareClub@gmail.com or Dave Audette at 613-601-2833

More info about the ShareClub can be found here.