WORKSHOP DESCRIPTION:

Whether you’re just starting out, retirement is just around the corner, or you’re somewhere in the crazy middle – this session will inspire you to look at your investments differently and take action! In this interactive, engaging session led by financial services executive Suzie Jones, you will walk away with:

  • Do I have enough…to invest at all…to retire?
  • A straight forward road map to building your future portfolio;
  • Key questions to ask your financial adviser to ensure you’re both on the same page;
  • A clear understanding of how much investment risk you personally can handle; and
  • How to make sure your investment portfolio matches you!