Abonnez-vous à notre liste!
Événements clients
Creating a Retirement Income
How to mix and match products with complimentary features
The diverse world of investment products presents opportunities to allocate your clients' savings among various asset classes in devising income strategies for retirement.

This webinar will highlight how to bring together income streams from multiple sources, including annuities, RRIFs, TFSAs and non-registered accounts, and how to adjust the plan through the various stages of retirement.

Notre conférencier d'honneur Frank Di Pietro, director of tax and estate planning, Mackenzie Financial Corp.
Frank Di Pietro joined Mackenzie as a director of Mackenzie's tax and estate planning team in 2007 after spending five years in a similar role at mutual fund company AIC Ltd. Previously in his career, Frank gained experience as an investment advisor. In his role, Frank works with advisors regarding specific client situations and the investment solutions available.
Quand Sur demande
Coûts Gratuit

S'inscrire !

Des questions?
Contactez-nous pour plus d'informations ou pour demander une soumission.