Wealth and Investment Management

To assist participants, manage their investments, ensuring each client portfolio is aligned to meet their unique objectives.  

Learning objectives include the following:

  • Your Money Blue Print
  • Financial Goal Setting
  • Budgetting and Prioritizing Expenses
  • Savings and Investments
  • Debt Management
  • Income Diversification
  • Retirement Planning
  • Old age Planning

Please note participation for DFI Network Members is free

Event Date: 
Thursday, June 10, 2021 - 08:00 to Friday, June 11, 2021 - 13:00