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Workshop For Hire

If you are an organizational leader and looking for strategies that will lead to increased confidence and productivity of your staff or key stakeholders, consider hosting a financial seminar on a topic that may be creating financial anxiety and concern.

 

Effective education and coaching increase staff productivity and effectiveness.

 

The most popular topic areas include:

 

  • Positioning Yourself for a Successful Retirement

  • Developing your Legacy Plan using Wills, Trusts, Powers of Attorney and Avoiding Estate Administration Pitfalls

  • Helping Aging Loved Ones - Financial Implications and Important Conversations

  • Smart Investment Strategies - Linking your Investment Plan to your Life Plan

  • Foster Health to Enjoy Your Wealth

  • Navigating Life Transitions - Psychological Framework and Financial Implications

 

Contact us to start a conversation on creating customized training experiences for your team!

Assante Capital Management Ltd.

1345 Taylor Avenue Winnipeg Manitoba, Canada R3M 3Y9

Email: HWG@assante.com
Tel:  204-977-8022

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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.  

© 2017 by Humphries Wealth Group

© 2018 Assante Wealth Management

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