2012 FINANCIAL FAIR
THURSDAY – NOVEMBER 22, 2012
12:00 PM – 1:30 PM
WINTERGARDEN – AGORA HALLWAY
For CUPE Members AND the general University community so that you can find out more about what a
financial planner can do for you. Financial Planning Consultants (selected from the PG Phone Book) will be in the agora and will be presenting on various financial planning topics.
Lunch goodies and refreshments will be provided as well as tables to sit at in the Wintergarden so that you can hear presentations on the topics below.
Investment Strategies – How Do I Maximize Gains and Minimize Taxes
Speaker: Randy Perry – Investor’s Group
I’ve Got My Degree & A Good Income Now – What Do I Need to Know About Managing My Income?
Retirement Planning – How To Build a Retirement Fund
Speaker: John Kason – Global Securities Corp.
Ethical & Green Investments – What To Look For and How to Tell?
Speaker: Dan Rolufs – CIBC
Finding a financial planning consultant that will work with you is a very personal choice. Most people are
unaware that you can see a financial planning consultant free of charge.
See the attached for more information about:
1) Choosing a financial planning consultant, and
2) Some typical “Questions to Ask a Financial Planning Consultant” when interviewing people for this important role.
This event is so that you can make first contact with planners and find out what services they can provide to
This is an opportunity for staff, faculty & students to ask financial planners about what they can do for
The CUPE Local 3799 Pension Information Committee (PIC) does not endorse a particular financial planner and will not give investment advice. The CUPE Pension Information Committee (PIC) recommends that all plan members obtain investment advice and financial planning assistance from an appropriately qualified individual. PIC will not provide financial advice to CUPE Members or members of the University Community. Individuals are responsible for making their own investment choices and PIC will not be held responsible for the choices made by individuals. PIC has been created to provide information only.
Chair, Pension Information Committee (PIC)
CUPE Local 3799 – University Support Staff