Investment Teaching Moment
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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…
I interview Charles Wilton, Private Portfolio Manager at Raymond James Financial – one of the most respected investment management firms in North America. We will be going through what’s involved from a behind scenes look at what it takes to find a company that’s worth buying.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
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ITEMS MENTIONED IN THIS EPISODE
- The KAIZEN Financial Planning Process™
- Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
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