Partners in Planning (Belleville)

1 Catharine Street,

Belleville, Ontario  K8P 1K8 (map)

1863 Queen St. E,

Toronto, Ontario  M4L 3Y6 (map)

15 Gerow Road,

Napanee, Ontario  K7R 3L2 (map)

 

Text Box: To contact us:

Phone: (613) 968-6751   Fax: (613) 968-2845

Toll Free: (800) 555-5898

 

Seminars

Your Terms.  Your Comfort.

 

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!

 

 

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