When

Details

City and Province

Toronto, Ontario

Host

Foran Financial Institute

Location and Description

Dates:

May 3-4 and May 30-June 1

This workshop will appeal to individuals who require assistance in preparing for the CFP® Examination administered by Financial Planners Standards Council (FPSC).

This 5-day program focuses on the topics outlined on FPSC's CFP® Competency Profile and stresses the application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed over the 5-day program.

For more information please visit www.foranfinancial.com or phone 1-800-565-0374.

When

Details

City and Province

National, Canada

Host

http://www.nationalreview.ca

Location and Description

Taught by Practitioners for Practitioners

As Canada's most recognized and effective CFP examination preparatory solution, this comprehensive and technical four-day "boot camp" includes a technical blend of interactive lectures, practical exercises, complex case studies and functional theory delivered in our unique workshop environment.

National Review Workshops offers the lowest price per training day in Canada. Registration also includes 1000+ online questions & case studies coupled with access to the very popular Discussion Forum in order for learners to receive additional support from expert faculty.

Main Workshop page: www.nationalreview.ca/home.htm

Questions: questions@nationalreview.ca

When

Details

City and Province

Winnipeg, Manitoba

Host

Retirement Planning Association of Canada

Location and Description

The decision to retire brings forth issues that many seniors are just not qualified to handle on their own. Primary among these concerns is housing and the changes that often need to occur as we age.

Most retirement planning professionals are comfortable in assisting their clients in making monetary decisions, but more often, it's the lifestyle choices, which can be more perplexing to them.

Join us on May 13, 2008 for an informative breakfast seminar looking at senior's housing options in Manitoba. Our speaker, Deborah Lorteau, from Age and Opportunity, will discuss the demand for specialized services, obstacles, existing resources and current trends in the senior housing market. She will help you help your client make an informed, well thought-out decision based on lifestyles and quality of life. This session will be enlightening to the financial community, human resource administrators, pension plan administrators, insurance professionals, charitable organizations and individuals currently facing housing concerns for their loved ones.

Consider bringing along a client or colleague for a most interesting look at housing options in retirement.

SPEAKER:

Deborah Lorteau, Age & Opportunity

Ms. Lorteau is a Project Coordinator for Age & Opportunity whose main focus is helping seniors find adequate housing and helping them understand the current housing market. She provides personal consultations on housing options for seniors, in addition to providing information on many other services from financial to personal care services available for the seniors of Winnipeg.

**NOTE THAT A SHORT ANNUAL GENERAL MEETING WILL TAKE PLACE IMMEDIATELY FOLLOWING THE SEMINAR. ALL ATTENDEES ARE INVITED TO ATTEND.