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Event Details
Capital Markets Group is pleased to annouce the return of our highly succesful series of seminars hosted by industry expert, Shoeb Hossain. In the fall semester, Shoeb hosted our series of MarketSavvy programs which can be viewed on our website at http://capitalmarketsgroup.ca/events/upcoming-events/marketsavvy
For the winter semester, Shoeb is pleased to present his InvestorSavvy program. The first date for this series is the 6th of March, 2012 starting at 6:30pm
The topics to be discussed will include:
(1) Why the Need to be seriously concerned about your Financial Health
- Where is your income going to come from
- How your retirement situation is different from your parents/grandparents
- Can you really trust the Government to take care of you?
- Can you really trust an Investment Advisor to know what’s best for you?
(2) Basics of Investing
- Assessing what your main assets look like
- What kinds of revenue streams do you have? How risky are these? Diversified?
- The Difference between Accounts/ Brokers/ Funds
- Demystifying the Investment world.
- Basic products that can work for everybody.
- The world of ETFs
- You really can do this by yourself (with a little guidance of course)!
- Risks, Risks, Risks – what risks do you face in investing and everyday life
- Analysis and Financial Management Tools
- What you can do to Mitigate (not eliminate) those risks
- Where to go for Reference Materials and Advice
(3) Practical steps to getting you towards your financially stable
- Taxes, Taxes, Taxes… how to legally avoid Mr Flaherty and his successors as best you can
- Not taking advantage of certain rules is like giving your money away
- Region/Country specific issues > Province to Province/ Country to Country
- Generational issues
- From Boomers/ Gen X’ers/ Gen Y’ers. How to manage finances during different periods
Please register using the right ticket option. For any questions or concerns, please e-mail david.fortune@capitalmarketsgroup.ca
When & Where
CMA Lounge - TRS1-003
Ted Rogers School of Management
575 Bay Street
Toronto,
Ontario
Canada
Tuesday, March 6, 2012 from 6:30 PM to 8:30 PM (ET)
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