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The Truth In Fees Workshop
Tue, 18 October 2016, 10:30 AM – 11:30 AM MDT
WORKSHOP: TRUTH IN FEES WORKSHOP
CANADA IS RANKED AMONG THE WORST IN FEES FOR FINANCIAL PRODUCTS - Globe & Mail
Canadians are allowing themselves to be gouged, and losing a great deal of their own money in the process.
Are you aware of ALL the hidden FEES buried within your investment holdings?
Does your Advisor provide complete Transparency of all FEES you pay (MER’s, Trading, Commissions, Sales Charges, Trailer Fees etc.)?
Do you know what your annual investment fees equate to as a % and in dollars?
You are very likely overpaying for what you are getting.
Take the first step now, enroll in our dynamic workshop where you will gain exceptional knowledge and the necessary awareness that you should know regarding the truth about fees.
WHAT IS THIS WORKSHOP ALL ABOUT?
It is in response to something I’ve been observing during my interactions with planning clients. Most people are completely unaware of ALL the hidden fees that are buried in their investment holdings.
Additionally, they have a shaky understanding of how high-priced investments can sap their growth.
WHAT IS THE PURPOSE OF YOU DOING THIS WORKSHOP?
My purpose is twofold.
First, I have some unique tools to create awareness. Our Truth in Fees Exercise will provide you Transparency regarding the fees you are currently paying.
Second, I would like to do it for the community as my way of giving back. You will come to understand the high IMPACT these fees have towards the achievement of your goals. That is important to me.
WHO IS THE WORKSHOP FOR?
Successful Business Owners, Entrepreneurs & Professionals who appreciate a higher fiduciary standard and a culture of full disclosure.
For the people who want to fulfill on getting more clarity around their current fees and the impact, you receive a complimentary Transparency Report.
The end result is you will become crystal clear regarding the full costs of every financial product you own.
The best decision you can make is to consider a new possibility.
NOTE: PLEASE CALL US AT (403) 543-7226 To ensure we book a seat for you in advance
What are my parking options?
-free 2-hour street parking
Where can I contact the organizer with any questions?
-email@example.com or (403) 543-7226
How long is this session?
Approx. 45 mins