Meet one of North America’s Most Successful Personal Asset Managers
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Wednesday Mar 6 2013 6:00 PM
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AACI and the Financial Resource Network - New
Meet one of North America’s Most Successful Personal Asset Managers
MEET ONE OF NORTH AMERICA’S MOST SUCCESSFUL
PERSONAL ASSET MANAGERS.
A unique opportunity to learn how to navigate today’s market by tapping into the “sweet spot” of lower risk and maximum return investing, a very successful, conservative investment system for these difficult times.
? How to take advantage of the market sectors that have been growing at 15% per year for the last 10 years (while the broad markets have stagnated)
? Which strategies everyone should follow to preserve capital while growing wealth
? What you need to do NOW to be in the right financial place at the right time
? How to create a stream of reliable investment income to pay for retirement
? Identifying the key market factors for the next 3 – 5 years, and making them profitable
? Why having a great team working with the asset manager, within the same organization, to assist the investor, allows quick resolution of basic legal, tax and banking issues
? Do you still own assets abroad? Meet a leading Canadian Asset Manager to explain how to manage wealth simply and wisely
Featuring: Mark van Gelderen & Jean Kauffmann, Financial Planners with the Financial Resource Network, &
Jeff Finkelstein, a Toronto based Portfolio Manager and Vice President of RBC Wealth Management, with 35 years experience, ranked in the top 2% of investment advisors in Canada. Jeff was senior advisor to the Ontario Premier and Minister of Finance on investment and pension policy, international trade and major financial projects (1986 to 1995). Today, the group he heads manages over $300,000,000 in assets for hundreds of high net worth families throughout Canada, the US, Europe and Israel.
When: Wednesday, March 6, 18:00
Where: AACI Jerusalem Dr. Max & Gianna Glassman Family Center
Cost: 30 NIS / AACI members 25 NIS
To register or for more information 02 - 580 7013, info@isrenet.com.
Ask FRN about a possible session in Modi’in on March 5
The speakers will be available before the class, by appointment only, for free, individual, no-obligation consultations on money management, investments, real estate, taxes, wills & trusts, etc.
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