$15

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The Machine Shop

83 Huron Street

Sault Ste. Marie, ON P6A 5P4

Canada

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"Join us for an informative session on how to invest while being tax efficient.

This session is of value for anyone who has non-registered money to invest.

A special set of directives for business owners and professionals with corperate money to consider when choosing investment tools.

A great event for all accountants and bookkeepers that want to add value to their business clients."


GUEST SPEAKER:

MARLENA POSPIECH - Director, Tax and Retirement Research At Fidelity Investments Canada ULC

Marlena advises on tax issues that affect Fidelity's mutual funds, and their investors. She also plays an integral role in Fidelity's research on retirement planning.

Prior to joining Fidelity in July 2017, Marlena spent over 20 years working at two major Canadian Banks in wealth management and private banking in progressively senior positions. Her primary focus has been on advising business owners, professional executives and high-net worth individuals on preserving and enhancing their after-tax wealth.

Marlena's experience also includes advising financial advisors on complex tax, retirement and estate planning matters relating to their clients' situations and authoring articles on a variety of technical topics.

Marlena is frequently interviewed by the media and speaks about both tax and retirement strategies to financial advisors and investors across Canada.

Marlena is a CERTIFIED FINANCIAL PLANNER professional and also holds the Trust and Estate Planner (TEP) designation. She is fully Bilingual.



RSVP: Joyce McComiskey-Claridge - Workshops2016@shaw.ca or 705-254-3664, by Wednesday, November 1, 2017


Appetizers and beverages will be served.

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Date and Time

Location

The Machine Shop

83 Huron Street

Sault Ste. Marie, ON P6A 5P4

Canada

View Map

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