Tue, Sep 27|
Barrie: Tuesday September 27th
Join us for a morning at Georgian College in Barrie to learn all there is to know about retirement and how to save for retirement. You are welcome to bring a guest with you whether it be a friend, relative, spouse, or acquaintance!
Time & Location
Sep 27, 2022, 6:00 p.m. – 8:00 p.m.
Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, Canada
About the Seminar
You might be just starting your financial journey and trying to prepare yourself for what's to come, or you might be planning to retire within the next couple of years and want to nail down a financial plan. This all-inclusive Mastering Retirement course will leave you with all the knowledge and resources you need to make your dream retirement a reality!
Knowledge is Wealth and Wealth is Empowerment
Jackie Ramler MBA, CFP, FMA, RIA, CIM, FCSI is a local Portfolio Manager and has been in the industry for 27 years. Jackie attained her BA from Willamette University and her MBA from Marylhurst University - both in Oregon. Jackie is licensed in both Canada and the United States. Using her undergraduate degree in Environmental Sciences, she is the only Responsible Investment Advisor north of Newmarket.
- Ticket type
1 admission + 1 free guest + 1 course workbook With this ticket you receive admission to our seminar for yourself and a guest. You will get one interactive book to follow along with the content.Price$90.00
+$11.70 HSTTax: +$11.70 HSTSale ended
- Ticket type
1 admission + 1 free guest + 2 course workbooks If your guest would also like an interactive booklet to follow along with the course then you can purchase two books.Price$150.00
+$19.50 HSTTax: +$19.50 HSTSale ended
"This seminar covered what everyone needs to know when approaching retirement or planning for retirement. Jackie is very knowledgeable. She presents in such a way that makes it easier to understand the various options available. She answered everyone's questions and is very approachable. If you have the opportunity to hear Jackie on the topic of retirement I would recommend you take it."
"Jackie is the best and I tell everybody that."