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



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 Speaker:

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.

About the Finance Series:

This year we are trying something new and introducing a Financial Literacy Series for personal finance understanding. We have noticed this is a topic that many of our members express confusion and frustration with as it is not regularly something you encounter in your schooling.

This series will be in four parts, which will start September 28th and run once every second month of the year ending in March. Topics to be covered will include, but are not limited to, basic finance knowledge, investments, home buying and tax strategies. Speakers are local experts on the subject and will deliver an educational presentation meant to give you personal financial understanding, but not financial advice for your specific situation.

The SPE would like to thank our sponsors for this year’s Technical Programs who have made this event possible:

ConocoPhillips. Conoco is one of Canada’s largest oil and gas exploration and production companies. They are dedicated to responsible oil and gas development, innovation and community investment.

Encana. Encana is a leading North American energy producer that is focused on growing its strong portfolio of diverse resource plays producing natural gas, oil and natural gas liquids. By partnering with employees, community organizations and other businesses, Encana contributes to the strength and sustainability of the communities where it operates.

Don't miss out and sign up today!

September 28, 2017
From 11:30 AM to 1:00 PM
Main Floor - 715 5 Ave SW, Calgary