ARM Luncheon: EFG Workshop on Your Investments During the Pandemic & Estate Planning


ARM Luncheon presentation

EFG Workshop:

Your Investments During the Pandemic

&

Estate Planning

 

On November 18, the ARM Chapter 12 Executive hosted the second of its “Luncheons,” a workshop presented by representatives from Educators Financial Group, Marian Ollila and Bill Rakovitis, on how our investments performed during the pandemic, and on estate planning. The workshop took place online and members were invited to participate via zoom.  Attached are several handouts related to the meeting.

 

https://armch12osstf.ca/wp-content/uploads/2020/11/Digital-Ballot-Nov-18-ARM-Chapter-12.pdf

https://armch12osstf.ca/wp-content/uploads/2020/11/Educators-Investing-and-Borrowing-Services.pdf

https://armch12osstf.ca/wp-content/uploads/2020/11/EstatePlanningChecklist.pdf

Comments are closed.