Focus on Investing for Decumulation | Investments & Wealth Institute | 18 September 2017 | Four Seasons Hotel Toronto, 60 Yorkville Ave. Toronto, ON M4W 0A4 Canada

Venue
Four Seasons Hotel Toronto
Four Seasons Hotel Toronto, 60 Yorkville Ave. Toronto, ON M4W 0A4 Canada

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Event Date Mon Sep 18 EDT (about 7 years ago)
Location Four Seasons Hotel Toronto
60 Yorkville Ave. Toronto, ON M4W 0A4 Canada
Region Americas
Details

Helping your clients enjoy their wealth is just as important as helping them build it. Learn strategies for constructing portfolios that address your clients’ unique income, risk, and tax needs in the decumulation stage.

Speakers

2017 Speakers

Daniel Crosby, Ph.D.
Nocturne Capital

Don Ezra
Don Ezra Consulting Services, Ltd

Moshe Milevsky, Ph.D.
Schulich School of Business, York University

Jim Otar, CFP®
retirementoptimizer.com Inc.

Sponsors & Partners

2017 Sponsors & Partners

•Platinum
Amundi Pioneer
Nationwide
Russell Investment
Ameritrade

•Gold
RAYMOND JAMES
WELLS FARGO

•Silver
Fidelity
Nasaq
SMEAD