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Affiliated with National Financial Insurance Agency Inc. |
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Coming Events
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Retirement Planning Seminar
January 23/07
7:00 to 9:00 PM
VCI – Vankleek Hill
5814 Hwy 34
&
January 30/07
7:00 to 9:00 PM
Russell Arena
Russell
Presentation by Fidelity
Investments
Call today to reserve your seat. Please feel free to bring a
friend or family member who could benefit from this valuable
information.
RSVP to Lise Shannon or Theresa Wever
613-678-3861
613-445-8624 |
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Ottawa Valley
Farm Show
March 13-15,
2007
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TAKE NOTE
RRSP Deadline
March 1, 2007
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Your Money Matters
The
start of a new year, a time for reflection. What would you like to
improve or change, start or stop? For many of us Finances are a top
priority. Whether it is getting organized, putting a little bit
aside for emergencies or purchases, or planning for retirement.
These issues affect all of us, from all walks of life.
Therefore,
“Financial Planning Is Not Only For The Wealthy”. If you think
financial planning is not for you because you have no money to
invest…you need it more than you know. The goal is exactly what it
implies: planning your finances. Starting with a review of what you
have, what you owe, how much income you make and what your expenses
are.
Let
our team take you to the next level, working with you to realize
your goals.
www.investored.ca is a website dedicated to investor
education. Click on Investing Basics to get you started, download
some worksheets, or just to get some information.
Stay
tuned for our upcoming newsletters on teaching kids about finances,
budgeting, savings, taxes, RRSP, senior issues, and more.
We
are putting together a retirement planning seminar in January – see
side tab for details. Do you have questions or concerns? We hope to
see you there and guide you to a better understanding of what you
can expect in retirement.
If
you have any comments, or suggestions for topics you would like
information on, please contact us and let us know.
On
behalf on all of us at the Money Concepts team, we would like to
take this opportunity to wish all of you a Happy, Healthy and
Prosperous 2007.
Theresa Wever and the Money
Concepts Team.
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Russell Location |
Vankleek Hill
Location |
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1087 Concession Street, P.O. Box
269
Russell ON K4R 1E1
Tel: (613) 445-8624 |
116 Main Street
East, P.O. Box 459
Vankleek Hill, ON K0B 1R0
Tel: (613) 678-3861 |
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Toll-Free:
1-800-250-5557 -
www.moneyconceptsrv.com |
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