Seminars

Carl Spiess, Allan McGlade and the rest of The Spiess McGlade Team give dozens of financial seminars each year. Here is a typical Spiess McGlade Team presentation.

Some available seminar topics include:

RRSP Basics

• Contribution Limits

• Spousal RRSPs

• Withdrawal Options

Retirement Planning

• Financial Priorities

• Understanding your Severance Package

• RIFs LIFs and Annuities

• Special information for employees nearing retirement

Investing and the Internet

• The Best Information Websites

• Tracking your Investments

• Using Quicken

Managing Your Investments

• Investments 101

• GIC alternatives

• Dollar Cost Averaging

• Understanding Risk and Return

• Foreign Investing

• Index Funds

• Labour Sponsored Funds

• Tax Effective Investments

• Dividends and Average Cost

• Managed Account Programs

• Market Commentary

Estate Planning

• Innovative uses of Insurance

• Protecting your estate from Taxes

 Education Savings

• Trust Accounts

• RESPs

• The Canada Education Savings Grant

 Group Plan Specifics

• Deferred Profit Sharing Plans

• Payroll Deduction

• Your Group Plan Statement

• CCPC Shares

• Group Plan Benefits

E-mail or call us today at (416) 863-RRSP or 1-800-387-9273 to set up a seminar at your location.  For Group plans, seminar locations, topics, and dates can be coordinated through your Human Resources Personnel. If you would like a seminar, but have not heard of one being offered at your location, contact us directly.