Speakers Bureau

Is your company, organization, association or group looking for a speaker at one of your functions?  We can deliver full day training workshops, be a keynote speaker at an event you are planning, or provide a quick 30 to 60 minute presentation that can be delivered on short notice for your next event or learning luncheon.  

Sampling of Topics:

  • Write the Tax Man Out of Your Will
  • How Emotions Sabotage Financial Success
  • Ingredients for Creating a Successful Retirement Income Plan
  • Demographic Trends - Financial Challenge or Opportunity?
  • 8 Strategies for Constructing a Resilient Portfolio
  • Passive Management or Active Management - is it either/or?
  • Financial Planning Issues around Long Term Care & End of Life Care
  • Entrepreneur's and the Lesson's They Teach
  • The Pension Matrix - Understanding your pension options and choices for Retirement.
  • The Tax Reduction Power of Trusts
We would be pleased to tailor the presentation to the needs of your organization.  Please contact Shaun Humphries at shumphries@assante.com for more information.

For a listing of our Health & Wellness workshops, please visit www.takechargeofchange.com

For a printable version of our services,simply press on print icon. (pdf format)


Assante Capital Management Ltd. is not affiliated with Take Charge of Change (TCC) and does not endorse or make representations regarding the entity.