September 25 - 26, 2020 | Toronto

Workshop Details

Fri., Sep. 20, 1:45 PM - 2:30 PM EDT

Financial Planning Strategies: The Seven Things Investors Must Pay Attention to

You think you are on the right path to achieving your financial goals, but do you feel confident that all your objectives will be met? Avoid disappointing results by spotting red flags early in the process and capitalizing on what would otherwise be considered missed opportunities. Susan Mallin, CFP, pulls all of your wealth-building strategies into the fold in order to marry your investment strategies with financial planning in a way that makes sense for you. She will outline the powerful concept of asset allocation, stress-testing your plan, why you should succession plan for yourself, the folly of benchmarks, withdrawal strategies, tax efficiencies, and estate plans.

speaker photo RETIREMENT
Susan Mallin

Vice President Financial Planning & Associate Portfolio Manager

Lorne Steinberg Wealth Management

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