The 4th Annual McClelland University

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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.


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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.

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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.

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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.

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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.

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