2016 Wealth Matters webcasts library
As important as it is to stay on top of current market and economic information, it is equally critical that you are aware of the various wealth planning issues, risks and opportunities that you and your family could face now or in the future.
Our Wealth Matters series of webcasts offer you the perfect opportunity to gain timely investment and wealth planning knowledge on a regular basis. In 2016, we had four live events. You can access an online replay within a year of the live event or read a summary of the insights and ideas offered during each webcast:
2016-11-02 – Planning for the disabled beneficiary / Black Creek’s international equity market outlook
This session included an insightful discussion on planning for the disabled beneficiary, led by Camille Jordaan, Regional Vice President, Wealth Planning, Assante Private Client followed by Black Creek’s outlook and positioning when investing in international markets from Richard Jenkins, Chairman & Managing Director, Black Creek Investment Management.
2016-08-03 – Retirement income for business owners / Cambridge’s United Canadian Equity Growth pool outlook
This session included an insightful discussion on retirement income strategies for business owners, led by Thomas Holmes, Regional Vice President, Wealth Planning, Assante Private Client followed by Cambridge’s outlook on the United Canadian Equity Growth pool from Greg Dean, Principal & Portfolio Manager, Cambridge Global Asset Management.
2016-05-04 – Discussion on tax benefits for insurance / Altrinsic’s international equity market outlook
This session included an insightful discussion on the 2017 reduction of valuable tax benefits for insurance, led by Troy Rumpel, Regional Vice President, Estate Planning, Assante Estate and Insurance Services followed by Altrinsic’s outlook on the international equity market from John DeVita, Principal & Portfolio Manager, Altrinsic Global Advisors.
2016-02-10 – Discussion on vacation properties / Cohen & Steer’s global real estate outlook
This session included an insightful discussion on vacation property planning, led by Chris Thomson, Regional Vice President, Wealth Planning, Assante Private Client followed by Cohen & Steers’ global real estate outlook from Chip McKinley, Senior Vice President & Portfolio Manager at Cohen & Steers.
Your Assante advisor is available to help
If you have questions on how these financial planning and investment topics apply to your situation, talk to an Assante advisor.