FREE FINANCIAL SEMINAR

Occasionally we hold a free seminar to help our clients and members of the public better understand some aspect of financial planning or investment management.

This page provides details on any upcoming events we have planned, and allows you to register right here online, by email, or by telephone.

WEDNESDAY OCTOBER 22nd 2008

Two Sessions:

2:30pm—4pm  OR  7:30pm—9pm

PREMIERE BALLROOM

9019 Leslie Street, just south of 16th Avenue

Richmond Hill, ON

 

 

 

Click on the map to enlarge.

Premiere Ballroom is on the east side of Leslie Street, one block north of Hwy 7, or 3 cross streets south of 16th Avenue.

Phone:     905-884-5563

Fax:         905-884-3365

E-mail:     experience@askpage.com

MANULIFE PRESENTS INCOME PLUS

You can REGISTER ONLINE just below….

If you prefer, you can call or email us to register, but please be sure to provide us with all the information requested in the online form below.

Please RESERVE SEATS FOR MY GROUP AT THIS EVENT:

TITLE

FIRST NAME *

LAST NAME *

E-MAIL ADDRESS *

DAYTIME PHONE

HOW DID YOU FIND US?

QUESTIONS?

ADDRESS LINE 1

ADDRESS LINE 2

CITY, PROVINCE, CODE

(xxx)-xxx-xxxx

address@domain.ext

HOW SHOULD WE RSVP?

IF WE SEND CONFIRMATION?

We hold your identity and contact information in the strictest of confidence and will never reveal it to anyone outside our firm unless we are legally forced to do so.

PLEASE RESERVE

SEATS FOR MY GROUP

For the past 10 years, variable annuities have been popular in the US, but were introduced to Canada only in the fall of 2007.  In only one year, Canadians have invested over 6 billion dollars of their money in this product, and you’ll probably hear a lot more about it as a result.

The appeal is the Lifetime Guaranteed Withdrawal Benefit, which guarantees a minimum income for the rest of your life, even if the portfolio should become exhausted before then.  And if you don’t need an income right away, Income Plus tracks a ‘notional’ account with an extra 5% added to the balance each year, so the lifetime income will be based on a return of at least 5% before withdrawals start.

The added protection can make a big difference for clients whose risk tolerance is low: it can give them the confidence to include equities in their portfolio, knowing that they cannot lose their principal, and that they still have a good chance to outperform a 5% return on a tax-efficient basis, and therefore keep pace with inflation.

We have Mark Shimman from Manulife Financial as a guest presenter to explain how Income Plus and the Guaranteed Withdrawal Benefit work. 

Please join us for this informative presentation.  Admission is FREE but please register so we can be sure to have enough seats and refreshments!