Wednesday May 29th 2013 @ the Fair Winds Center 6:30-9:30 Neil Scott Room
Presentor – Karen Short, Standard Life Investments
- tax efficient alternatives to GIC’s
- Protect your wealth with Segragated Funds maturity and death benefit guarantees
- gradual Inheritance-control how & when your benficiaries receive their inheritance
- Life cash refund annuity- Guaranteed lifetime income and a built in principal repayment feature
- Estate planning benefits of insured money
RVSP to financialfuture@shaw.ca or call 250-228-0727
Limiting seating so please pre register for this info session & social. Draw prize of Fairwinds Golf/lunch for 2- for attendees.
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About the Author:
I have been in the business since 1998. Started my career with Sunlife Financial and then progressed to working with a local financial institution for 5 years. As an investment broker I have access to a variety of products not available at your local financial institution. Let me illustrate how I can combine different products that can help you grow your investments and secure your retirement. Finances affect every part of a person’s life. It just makes sense to have a comprehensive plan of action.