We need our money to work hard so we won’t always have to. In this session, you will learn about investment strategies ranging from TFSAs to RRSPs/RRIFs to RESPs. From guaranteed investment strategies like laddered GICs and annuities to higher returns mutual funds, ETFs, bonds, and stocks.
Edwin will also teach you how to evaluate a stock or bond and find out if they are appropriate for your investment portfolio. And you will learn how taxes impact your investment returns.
Whether you are working towards retirement or already there, you will also have the opportunity to build your own retirement plan with projections for you and for your estate.
Edwin Palsma a father for three great kids and loves squash, soccer, hiking, disc golf, motorcycling, craft breweries, and talking philosophy.
Edwin is a Certified Financial Planner with over 20 years of teaching experience. He specializes in Investment, Insurance, Tax, and Estate Planning and has taught thousands of people how to make smarter decisions with their money. He’s the author of a book “Financial Fables – 29 Stories To Help You Make Smart Decisions About Money” which is available on Amazon or to purchase in his class. His office is in Fort Langley.
|Instructor:||Edwin Palsma, BBA, CFP|
|Classroom:||Credo Christian High School 21846 52 Ave Langley|
|Number of Sessions:||1|