Wealth Matters Live webcast on Wed, Nov 5 at 1 p.m.CT

posted Oct 30, 2014, 8:28 AM by Janelle deRocquigny   [ updated Oct 30, 2014, 9:25 AM ]
As important as it is to stay on top of current market and economic information, it is equally critical that you are aware of the various wealth planning issues, risks and opportunities that you and your family could face now or in the future.

Assante’s Wealth Matters series of webcasts offer you the perfect opportunity to gain timely investment and wealth planning knowledge on a regular basis. That’s why I’m inviting you to join the fourth quarter edition of the Wealth Matters Live webcast on Wednesday, November 5 at 1 p.m CT

This webcast will begin with an insightful discussion on special trust arrangements led by Deborah A. Goch, Regional Vice-President, Wealth Planning, United Financial, a division of CI Private Counsel LP. Join Deborah as she discusses the advantages for estate planning that Alter Ego and Joint Partner Trusts can provide for spouses and children.

Following our wealth planning discussion, we will be joined by Aaron Clark, Principal and Portfolio Manager, Tetrem Capital Management. Aaron will provide an update on the current economic landscape as well as discuss the positioning of Tetrem’s U.S. mandate and the factors contributing to its success.  

Live webcast details

To login on November 5, visit Assante.com at: http://www.assante.com/firm/news/wealth_matters.jsp

Instant replay details

Following the live webcast, an instant replay can be accessed by telephone at the number below or on the Assante website at the link above.

Playback number:

1-888-843-7419, participant pass code: 3641 5414#
Available until January 5, 2015 

As always, if you have any questions, please do not hesitate to contact our office.

United Financial solutions are managed by CI Investments Inc. Assante Wealth Management and CI Private Counsel LP are wholly owned subsidiaries of CI Financial Corp. (TSX:CIX). If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents Please visit www.assante.com/legal.jsp or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.