Free

Advanced Workshop on Self-Directed Investing - Keep More of Your Money

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Ottawa Convention and Event Centre

200 Coventry Road (near baseball stadium, free underground parking)

Ground Floor - Lecture Hall 110

Ottawa, Ontario K1K 4S3

Canada

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This free Advanced Workshop is for members of the Ottawa Branch of the National Association of Federal Retirees who have already taken Michael Fine's Investing for Retirees two-part discussion seminar.

Michael Fine, MBA and Ottawa Branch Member will lead the Advanced Workshop on Self-Directed Investing - Keep More of Your Money that he has designed to cover the following:

"As we come to the end of the current 10-year old economic expansion, the future returns from stocks, bonds and real estate are likely to be low or even negative. One way to mitigate this effect is to reduce investing fees to the minimum necessary. Self-Directed Investing offers access to low cost investing strategies and products and can help leave more money in the investor’s own pocket.

The workshop will enable the sharing of best practices on Self-Directed Investing with individuals who are currently undertaking their own self-directed investing, or those who would like to begin self-directed investing. Included will be an overview of Self-Directed Investing options and platforms and newly available investing vehicles such as Balanced ETFs, as well as discussion on the benefits and challenges. Participants will be expected to actively participate by bringing their experiences, questions and observations to the workshop.

In addition, George Von Jagow, the Ottawa Regional Manager for TD Direct Investing, will explain the benefits of the TD Online Investing Platform and will have a number of tablet computers available for those who want to try their hand at self-directed investing using demonstration accounts."

The content will be presented in English, however bilingual participation is encouraged.

Michael Fine is an Ottawa Branch member and a retiree who manages his family’s portfolio. Michael has an MBA and has completed the Certified Financial Planner course. Michael does not work in the Financial Services industry and is not involved in the sale of financial investments or the provision of financial advice for a fee.

Please note that this seminar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect.

If you have any mobility issues, please let us know in advance and we will do our best to provide you with appropriate seating.

You must be a member and registered to attend. To become a member, please call 613-737-2199. Please print out your ticket which will arrive by email and bring it with you.

Disclaimer: Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position on a product or service, as being suitable for individual members, but brings them to the members' attention so that they can make up their own minds.

If you have any difficulties registering electronically, or if you register and are unable to attend, please email the Ottawa Branch at info@narfottawa.com or call 613-737-2199.

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Date and Time

Location

Ottawa Convention and Event Centre

200 Coventry Road (near baseball stadium, free underground parking)

Ground Floor - Lecture Hall 110

Ottawa, Ontario K1K 4S3

Canada

View Map

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