Thu, Nov 30|
FINANCIAL PLANNING C ONSIDER ATIONS F OR SENIORS
Time & Location
Nov 30, 2023, 12:30 p.m. – 2:00 p.m.
Ottawa, 100 Malvern Dr, Nepean, ON K2J 4T2, Canada
About the event
The IndoCanada Ottawa Business Chamber, in collaboration with Scotiabank, is pleased to invite you to attend a seminar on Financial Planning Considerations for Seniors!
IndoCanada Ottawa Business Chamber recognizes that seniors have unique financial needs. If you are a senior or caring for a senior, you are invited to this Scotiabank learning session.
You'll learn the importance of financial planning in retirement, will and estate planning, and taxation and protecting yourself against financial fraud.
Event: Seminar on Financial Planning Considerations For Seniors!
Date: Thursday, November 30, 2023 at 12:30 pm
Place: Walter Baker Centre-Hall A, 100 Malvern Drive, Nepean
Elaine Stephens,CFP, FMA, RRC,FCSI - Senior Financial Advisor, Scotiabank
Tricia Brydges - Wealth Advisor
Scotia Wealth Management
Sheri Kavanagh - Estate and Trust Consultant, Scotiatrust
Stephane Altidor - Branch Manager, Scotiabank
Ottawa Police Service - Elder Abuse and Fraud Unit
Nadine Valk - Vice Chair, Carlington Community Health Centre Ottawa Tax Services
IndoCanada Ottawa Business Chamber Team
Please contact Kameshwar Mishra, B. Com., LL.B. ACIArb., FCCA, CPA, CGA , Ravinder Tumber, Umesh Kumar, Karan Sharma, Sanjay Bhasin, B.Eng., RIS, CIM® santhosh patanshettar Nevin Porwal Deval Patel, Balwinderjit Singh Kapoor, M.Eng, MBA, LLB for any additional information and participating in our upcoming events.