2012 FINANCIAL FAIR

 

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.

12:15-12:30pm

Investment Strategies – How Do I Maximize Gains and Minimize Taxes

Speaker: Randy Perry – Investor’s Group

12:30-12:45pm

I’ve Got My Degree & A Good Income Now – What Do I Need to Know About Managing My Income?

Speaker:  TBA

12:45-1:00pm

Retirement Planning – How To Build a Retirement Fund

Speaker: John Kason – Global Securities Corp.

1:00-1:15pm

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

you.

This is an opportunity for staff, faculty & students to ask financial planners about what they can do for

you!!

DISCLAIMER

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.

 

Bethany Haffner

Chair, Pension Information Committee (PIC)

CUPE Local 3799 – University Support Staff