Open Forum
Do you have any burning questions to ask your advisor, but haven’t had the opportunity?
Do you feel heated about any political issues that may affect your financial position?
Tired of the smokescreen the media or other advisors give you when it comes to fees?
If any of those questions create a fire in your belly, then come to the next lunch and learn. Hosted and presented by your very own advisory team, this open mic, no holds barred question and answer session is the 2015 can’t-miss event.
Rob McClelland, Mike Connon,and Carlo Cansino will be there to answer and clear up any questions or misconceptions you may have about the financial industry. Some topics we will address are as follows:
- What are the sweeping changes in the investment industry?
- How will the new government affect my financial plan?
- How do banks and advisors get paid?
- Does insurance still make sense for me?
And much more…
We invite you to join us for our upcoming complimentary workshop. Each month, we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands of dollars.
This event took place at the Thornhill Country Club on Thursday, November, 19th between 6:00pm – 7:00pm. Dinner was provided by The McClelland Financial Group.
OUR PANEL OF ADVISORS
 | Rob McClelland, RFP, CFP, HBA Vice President, Co-Branch Owner, Senior Financial Planning Advisor Learn more about Rob McClelland by clicking here. |
 | Michael Connon, B.Sc, CFP Senior Financial Planning Advisor, Co-Branch Manager, Certification in Estate Planning and Trust Strategies Learn more about Michael Connon by clicking here. |
 | Carlo Cansino, FMA, FCSI, CFP Senior Financial Planning Advisor Learn more about Carlo Cansino by clicking here. |
