July 22nd Webinar
Followed by 30 minutes of Q&A
Join one of Canada’s Top Advisory Teams, The McClelland Financial Group and advisors, John Iaconetti and Carlo Cansino, as they share with you the best practical financial solutions to get you through these unparalleled times.
Your Hosts John and Carlo will teach you:
- Why your investment portfolio is part of the plan, not THE plan
- Why your financial planner needs your will/tax return and insurance information
- Why family meetings are so important
This webinar is perfect to share with a friend, colleague or family member that you think could benefit from this advice. It’s also a great way to introduce us to anyone you may have mentioned us to.