5th Annual McClelland University -Client Appreciation Event

plates on the table

Every year, we have our McClelland University Event which is complimentary for our clients and invited guests to educate them on topics that are top of mind. This year, we will have it on Friday, April 25th. Hosted by The McClelland Financial Group at the upscale Eagles Nest Golf Club, it is a day to sit back, relax, enjoy a warm and delicious breakfast and an even more fabulous lunch among like-minded friends.

This event took place at the Eagles Nest Golf Club on Friday, April 25th between 8am and 1pm.

This complimentary event will feature topics on Investments – Point Of No Return by Rob McClelland, founder of The McClelland Financial Group of Assante Capital Management Ltd.; Investment Alternatives by Brad Steiman, CFA, Vice-President at Dimensional Fund Advisors LP.; Getting Passion Out of Your Life by Nina Spencer, Canadian Motivational Speaker; Long-Term Care by Sarah Gallienne, Regional Sales Director at Sun Life Financial. Our special guest speaker is none other than Jennifer Jones, 2014 Sochi Olympic Gold Medalist.

Some portions of this event have not been recorded due to proprietary restrictions…

Rob McClelland
RFP, CFP, HBA, Vice President, Co-branch Manager, Senior Financial Advisor

 

Point of No Return 

1. Learn why investing and emotions don’t mix.
2. Why market cycles do not follow economic cycles.
3. Find out when is the right time to invest.
4. Learn why your rate of return is based on luck not skill.

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