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Phone: (613) 968-6751 Fax: (613) 968-2845 Toll Free: (800) 555-5898
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Seminars |
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Your Terms. Your Comfort. |
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We provide free seminars by request to both private and public organizations on a variety of topics, at no fee. Contact our office to arrange a presentation for your group!
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February RRSPs , RRIFs, Annuities and Retirement (60 places) Wednesday, February 7th, 6:30 - 8:30pm at the Belleville Club
March Estate Planning Luncheon (30 places) Friday, March 30, 12:00 - 2:00pm, 15 Gerow Road, Napanee
April Demystifying Divorce: Certified Financial Divorce Analyst helps clients understand the financial implications and process of divorce - and the financial result in the future...before it happens. (30 places) Saturday, April 14, 1:00 - 3:00pm, 15 Gerow Road, Napanee
May Retirement and Financial Planning Seminar for Film Industry Professionals (16 places each day) May 8, 9, & 10, from 12:00 - 1:30pm, 1863 Queen St. E., Toronto (The Beaches Location)
June Women’s Financial Planning Luncheon and Workshop (60 places) Saturday, June 2, from 11:00am - 4:00pm at the Belleville Club
September PIP Belleville Winery Tour & Luncheon (40 places) Date TBA, Prince Edward County - 3 wineries and lots of fun...see the fall colours too!
October Estate Planning Evening & Dinner (50 places) Date TBA, 5:30 - 8:00pm at the Belleville Club
December Christmas Events Belleville: Ramada Inn Celebration - Monday December 3, 5:00 - 8:00pm Napanee: 15 Gerow Road - Pie, Sweets, etc., Friday December 7, 12:00 - 4:00pm |



