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NAIT Alumni Lifelong Learning: Financial Literacy

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Northern Alberta Institute of Technology

11762 106 Street Northwest

Edmonton, AB T5G 2R1

Canada

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NAIT alumni are invited to learn about strategic financial planning. This event is one of a series of seminars for NAIT alumni.

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NAIT Alumni Lifelong Learning | Financial Literacy

“Strategic financial planning for people with the millionaire mindset.”

Financial planning is more than just contributing to RRSP's & TFSA's. In today's complex financial world, it is as important to strategize as it is to make the right investment decisions. Thinking outside the box, this session will take you through a story of two brother’s that are faced with financial decisions at varies stages of their lives. We will walk through a step-by-step financial strategy that will cover topics on retirement planning, investment strategies, tax planning, and insurance.

Ed Bootle

Principal, Bootle & Associates Private Wealth Management

Ed Bootle brings over 18 years of experience in the investment and financial planning industry. He is the Principal of Bootle & Associates Private Wealth Management at Investors Group Financial Services. His team provides personalized financial planning advice to a select group of clients including individuals and companies with combined investable assets in excess of $100 Million. His team's expertise includes a focus on tax, estate, insurance, investment, mortgage, and debt management strategies. For more information visit www.edbootle.ca.

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Northern Alberta Institute of Technology

11762 106 Street Northwest

Edmonton, AB T5G 2R1

Canada

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