• Smart Financial Planning with Pinnacle Wealth

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    Name: Smart Financial Planning with Pinnacle Wealth
    Date: October 4, 2017
    Time: 12:00 PM - 1:00 PM PDT
    Maryel Neal, Pinnacle Wealth
    Event Description:
    CANCELLED - Unfortunately we had to cancel this event. Check our Events Calender for other events.
    Investing shouldn't be stressful. A properly diversified portfolio should feel more like an escalator and less like an amusement park ride. Join us to see what sorts of investments CPP, Yale Endowment Plan and other successful Pension plans are using to manage the highly volatile public markets; options that are available to individuals and businesses in BC. You may find value in these options for yourself. 
     
    Maryel Neal will walk you through best practices and savvy strategies for a successful portfolio. Be sure to bring your questions.

     #20170328B

    About Maryel Neal:
    When Maryel works with clients, she concentrates on positive cash flow, financial protection, debt and tax management, asset accumulation, estate and legacy planning.  In addition, Maryel is also insurance-licensed.
     
    Her clients appreciate her holistic approach to their finances to move them forward towards goals they have set for themselves.
     
    Maryel feels rewarded when clients move from a place of total confusion around investing and money issues, to the “ah-ha moments” and where they take charge of their financial futures.
     
    Event Media:
    Location:
    Sands Funeral Chapel
    187 Trunk Rd., at Ypres Rd. Intersection
    Curb Parking on Ypres Rd. Pls.
    Date/Time Information:
    Wed. Oct. 4/17
    Noon - 1 pm
    Contact Information:
    For details or to RSVP contact Elizabeth Croft 250.748.1111 or
    Fees/Admission:
    FREE for Members
    $5 for Non-members
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