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Event
Financial Skills for the Real World: Advisors & Financial Planning
Thursday, February 28, 2019 18:30to20:30
Maass Chemistry Building
801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, CA
We will go over the questions to ask and the steps to take when selecting a good financial advisor. We will review how to set up a financial plan (Investment Policy Statement, "Know your Client"). Finally, we will review common types of trusts and their associated features.