Women And Wealth with Geri Moss-Norbury of TD Trillium Wealth Management

Join Geri Moss-Norbury, Vice President, Investment Advisor with TD Trillium Wealth Management for a presentation centered around wealth planning for women. Participate in this free session to learn tax tips and estate planning information, as well as knowing the hurdles that can affect women in Canada.

Having been in the wealth management field since 1999, Geri helps to build and protect financial futures and legacies. She holds the Certified Financial Planner (CFP) designation. She also holds a Master of Arts in Legal Studies, as well as a BA Honours from Carleton University.

The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation dans les deux langues officielles est encouragée.

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Disclaimers:

Please note that this webinar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register.

Ottawa Branch does not select or recommend any specific investment products or companies, including the webinar presenters listed above.

The Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position or an issue, product or service, as being suitable for individual members, but brings them to the members’ attention so that they can make up their own minds.

If you have any difficulties registering electronically, please email the Ottawa Branch at [email protected] or call 613-737-2199.