Upcoming Seminar - Reducing the threat to your financial health
Stock MarketVolatility - Is your portfolio being monitored constantly?
In these times of volatile markets and an abundance of investment choices, people are considering other Wealth Management Solutions. At Investment Planning Counsel, we can help you reduce risk and confusion in your portfolio. To help you understand more, we are pleased to invite you to our complimentary seminar Reducing the threat to your financial health and guest speaker who will take the stress out of estate planning.
Date: Tuesday, June 17, 2008
Time: 7:00 pm - 8:30 pm
Location: Aurora Public Library, Magna Room 1, 15145 Yonge Street, Aurora,ON
R.S.V.P. Ann Taylor 905-954-4060 or 1-866-769-5772
Special Guest Speaker:
Kat Downey, M. Ed, C.S.A.
Funeral Director, Life-Matters
Sought after speaker and published author specializing in funeral pre-planning. Since 1998, Kat has helped hundreds of families document their final wishes.This loving act not only relieves some of the stress at a very emotional time, it also serves to eliminate the financial burden of funeral expenses in conjunction with Life-Matters.
Sponsored by:
Theresa Bartley, CFP,
Branch Manager
Accomplished speaker and presenter to the Employment Resource Centre and corporate lunch and learn programs. She has made compassionate presentations to widows overwhelmed by their loss and their unknown financial status. She's been the president of the Business Women's Networking Association and of the East Gwillimbury Chamber of Commerce.




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