Sept 2017 YP Financial Literacy Series - Step 1 -Financial Knowledge

Sept 2017 YP Financial Literacy Series - Step 1 -Financial Knowledge

SPE Young Professionals
←  SPE - Calgary Section

Young Professionals Luncheon:
Financial Series – Step 1: Financial Knowledge Part 1 of 4 Luncheons

Date: Thursday, 28th September 2017
Location: SPE Conference Room   Main Floor -715 5 Ave SW, Calgary
Time: 11:30 a.m.(Registration), 12:00 p.m.– 1:00 p.m. (Luncheon)

Cost: $10 Early Bird Pricing (until September 20th)

Speaker: Tom Stachiw, Investment Advisor, McLean & Partners


 

Abstract:

Basic financial principles to accumulate and build wealth are critical to success, but are rarely formally taught to the general population. In the first presentation of the financial series we will focus on building basic investment and fundamental financial knowledge. The information provided will be geared directly towards the ever changing financial markets, how you should be positioning yourself for success, and provide a roadmap to the many branches of the financial world.

About the Speakers:

Tom Stachiw joined the Client Portfolio Management team at McLean & Partners in August, 2017. Tom works directly with clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals. As a fellow young professional he is focused on helping raise the financial education of the most educated generation in history, Millennials. Tom has cut his teeth in the wealth management industry with Richardson GMP, Canada’s largest independent firm before making his way over to McLean & Partners. Tom is a Chartered Investment Manager (CIM), and is working towards his Certified Financial Planner (CFP) designation.

Don't miss out and sign up today!



March 27, 2018
From 11:30 AM to 1:00 PM
Main Floor - 715 5 Ave SW, Calgary
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