Finance 101 for Young Professionals

Date: Oct 31st, 2016 Time: 11:30 – 1:00 pm Location: Mountain View Room (Floor 54), The Bow For more info refer to this link: https://goo.gl/I6HdBQ

Ever feel lost when it comes to your financial knowledge? This session will be an opportunity for you to ask any questions you might have about your finances. This luncheon features a diverse panel of speakers who will address the following topics, as well as any individual questions you might have.

1. Investing for beginners – what is mutual funds, stocks, bonds, and what type of investment strategies should a beginner be familiar with

2. RRSP vs TFSA – what are the difference

3. Mortgages – different type of mortgages for homebuyers and how to find what fits us best (difference between fixed rate mortgage, adjustable rate mortgage, etc)

4. Importance of a financial plan

5. Tax efficient investing

6. Various types of investment vehicles

7. How much does an investment cost and what does an MER pay for

8. How to use RRSP for a first time home buyer

9. Financing for small business