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Saturday October 13 | 9:00 am

Investing Basics for Doctors

As part of his commitment to financial literacy education, Christian continues to offer education for his Physician clients in the areas of investing in this exciting client workshop “Investing Basics for Doctors”.

Topics will include:

  • Mastering the Financial Calculator
  • The basics of Value Investing
  • Identifying hidden opportunities in the stock market
  • Calculating Real Estate Metrics: ROI, NOI, Cap Rates
  • Understanding when to Leverage Investments with Debt
  • Case Studies on Investing

This is an interactive session with worksheets and discussions.

Time:     October 13, 2018 (Saturday) 9am-11am

Location: 1245 W. Broadway, Vancouver (Broadway/Birch)

This is a client only event, but potential clients NOT currently working with another advisor are also invited, provided space is available. Please register below to reserve your seat.

 

 

There is a 1 week cancellation policy. To cancel a registration, please email us at assistant@latitude-west.ca

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