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  • Insightful Wealth Group #309 – 5455 152nd Street Surrey, BC (map)

Join this group of fun women as we delve into the wonderful world of your finances - this informative evening will have you thinking differently about your investments. We'll cover lots of topics including:

  • How you protect and grow your lifetime savings
  • How your emotions impact your financial decisions
  • The risks in investing
  • Reducing risks in investing
  • How investment returns are taxed
  • Tax exempt versus taxable income
  • Mutual funds versus exchange traded funds
  • Bonds versus bond funds
  • Annuities - most salespeople don’t understand what they are selling – get the real explanation on how these products work
  • How much savings you actually need for retirement

We plan to leave you feeling more secure and educated about what your money is really doing, and how to get it doing more! 

To RSVP or for more information please contact Kelsey at 604-575-6911 or

Earlier Event: February 19
Insight: 2015 Economic and Market Outlook
Later Event: May 7