Educators Financial Group Information Presentation: Estate Planning and more…

• Estate Planning

• The latest investment features available through EFG, and

• Current issues in the investment and financial world.

Presenter: Bill Rakovitis, Senior Financial Advisor, Near North, Algoma, EFG.

Bill started as a teller at the Bank of Montreal and worked his way up to become Financial Services
Manager, acquiring his mutual fund license along the way. He has helped clients build their
portfolios with investments such as GICs and mutual funds. “I am looking forward to helping
education members with their financial needs at every stage in their careers – from just starting
out, to preparing for retirement”, says Bill.

A Q&A session will follow Bill’s presentation.

This event will be conducted online via zoom. Members will receive an email  in the days prior to the event with the zoom code and link.