LIFETIME FINANCIAL PLANNING -SPEAKER SERIES – VIRTUAL

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Date/Time
Date(s) - 10/19/2021
10:00 am - 12:00 pm

Categories


Date:  Tuesday, October 19, 2021    
Time: 10:00 a.m. to 12:00 p.m. 
Register By:  October 18, 2021


Presenter:  Representatives from Edward Jones and Mackenzie Investments


 

Topics:

  • Establishing and maintaining an RDSP
  • Requirements to be a plan holder or beneficiary
  • Grants and Bonds
  • The rules surrounding withdrawals
  • Taxation – What you need to know

 

Appropriate For:  Individuals, Families and Professionals

 

Bookings

Bookings are closed for this event.