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Join Aviso Wealth on Wednesday, October 30, 2024, to hear Peter Bowen present valuable insights on 'Navigating the Retirement Roadmap'.
Venue: Outlook Heritage Centre, 420 Railway Ave, Outlook, SK
Admission: Free
Agenda:
6:00 pm – 6:30 pm
Welcome and Supper
6:00 pm – 6:30 pm
Welcome and Supper
6:30 pm -7:30 pm
Peter Bowen introduction, presentation and questions
Peter Bowen introduction, presentation and questions
6:30 pm - 7:30 pm
Aviso Wealth Team Members introduction (Elan Kidd and Laurie Wagner)
Aviso Wealth Team Members introduction (Elan Kidd and Laurie Wagner)
7:45 pm - 8:00 pm
Wrap up
Register below by October 24
Meet Your Host:
Peter Bowen
BA Economics, University of Waterloo
BA Economics, University of Waterloo
Designation - CPA, CA
Joined Fidelity - 1994
Joined Fidelity - 1994
Peter leads the Tax and Retirement Research team at Fidelity Investments Canada, travelling across the country to inform investors and advisors on the
changing retirement and tax landscapes in Canada.
changing retirement and tax landscapes in Canada.
Of Note:
Architect of the Fidelity Tax-Smart CashFlow an award-winning innovation launched by Fidelity in 2002.
Architect of the Fidelity Tax-Smart CashFlow an award-winning innovation launched by Fidelity in 2002.
Peter is the recipient of the Queen’s Golden Jubilee Medal for volunteer services provided to Athletics Canada, where he acted as Honorary Treasurer for several years
Book your slot today! Register at pccu.ca/register