The 4th Annual McClelland University

Share on facebook
Share on twitter
Share on linkedin

May, 4th 2013 – 8:30am – 2:00pm

Every year in May, we have our McClelland University Event which is complimentary for our clients and their guests to educate them on topics that are top of mind.

It is a day to sit back, relax, enjoy a warm and delicious breakfast and a scrumptious lunch… and it all takes place at the upscale Eagles Nest Golf Club.

This event will feature topics including investments, income protection, writing memoirs, life planning as well as a special guest speaker Elaine Frost the founder and owner of Trusted Transitions; a company helping individuals with the process of decluttering and downsizing.

SEE WHAT YOU’VE MISSED:

[youtube width=”300″ height=”225″]http://www.youtube.com/watch?v=mz4pMIHQAeE[/youtube]

Jeff Gorman – Critical Illness Insurance

A Director of Insurance at Manulife Financial, Jeff will discuss what to look for and how it helps clients focus on what really matters – getting better – if the unexpected happens.

[youtube width=”300″ height=”225″]http://www.youtube.com/watch?v=Fk_kBm9ETtE[/youtube]

Mike Connon – Behind the Scenes

Will take you behind the scenes of The McClelland Financial Group office, to understand our decision making process. You will learn about our client advisory board, team meeting process and all the other ways we take care of you and your financial future.

[youtube width=”300″ height=”225″]http://www.youtube.com/watch?v=O1fsU0zXW8M[/youtube]

Dr. Riley Moynes – Life Planning Workshop

Writer, Founding Partner at Assante Wealth Management as well as a Director of Education will have a workshop on re-inventing one’s self in retirement and touch on how to get started on writing memoirs.

[youtube width=”300″ height=”225″]http://www.youtube.com/watch?v=nxuCZPCU_64[/youtube]

Elaine Frost – Decluttering and Downsizing

President of Trusted Transitions will provide information and education on some of the challenges and choices one may face later in life.

Related articles

The Great Escape Webinars & Virtual Events

The Great Escape

The Great Escape. Most of us have seen the famous movie “The Great Escape” and of course this is the war story we all think …

Read More →
Results Rob's Reads

‘More spending, more deficits, more lacklustre GDP growth’: Reaction to election results

It’s been 1 week since the election and people are starting to think about what’s in store for our country’s future. Here are some opinions …

Read More →
Lease vs Buy Articles

Lease vs Buy

A client approached me with this question the other day. Ahh, the age-old question that really doesn’t have a “right” answer. There are pros and …

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

Copyright Assante Wealth Management. © 2021

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.