CANCELLED > Mugs & Mornings - Wealth Management Simplified
Date and Time
Wednesday May 16, 2018
7:00 AM - 8:30 AM PDT
*** CANCELLED ***
Wednesday May 16th, 2018
7:00AM to 8:30AM
Location
Hopcott Meats
18385 Old Dewdney Trunk Road, Maple Ridge
Fees/Admission
$12 Members
$15 Non Members
Website
Contact Information
Ridge Meadows Chamber
Send Email
Description
APOLOGIES BUT DUE TO LOW ATTENDANCE THIS EVENT HAS BEEN CANCELLED.
RE-SCHEDULING WILL BE ADVISED AT A LATER DATE.
WE ARE SINCERELY SORRY TO ALL INVOLVED. REFUNDS HAVE BEEN ISSUED TO THOSE THAT REGISTERED. WE APPRECIATE YOUR UNDERSTANDING.
Are you taking full advantage of all the wealth management opportunities available to you and your business? Sound financial advice is based on more than just your income level or the types of asset classes you invest in. Join us for a Mugs and Morning Event with Financial Advisor Ralph Altenried of RSA Financial. Ralph will provide a brief overview of the following key opportunities;
- How are investments taxed – In RRSP’s, TFSA’s and Non-Registered accounts
- Registered accounts and how they work
- What are Discretionary Portfolio Managers
- Investment Management fees
- What is Private Equity and why should you invest in it
- The different kinds of Life Insurance and how it can be used
- Benefits of Segregated funds for Estate planning
Tea, coffee and continental breakfast provided by Hopcott Meats.
Door prizes of two $50 gift cards from the Maple Ridge Liquor Store will be available at this event!
About Ralph Altenried
Ralph is a seasoned financial advisor, provincially certified under the Life License Qualification Program ( LLQP ) as required by the Insurance Council of British Columbia. He is also a Registered financial professional in the Exempt Market Products industry. Ralph maintains an insatiable pursuit for new information and insight on financial markets and continues to build new relationships as a proud member of the Independent Financial Brokers of Canada. Committed to supporting his local business community, Ralph is an active member with the Ridge Meadows Chamber of Commerce and is currently on the Board of Directors.
About Hopcott Meats
Hopcott Meats are a third-generation family-run butcher shop located on their family farm, committed to bringing quality, local, farm-fresh products direct to your table. From our non-gmo, no-added hormones or steroids beef and local produce to their specialty grocery selection, let their friendly and knowledgeable team help you make healthy choices for your family and friends.