Helping your kids and grandkids – with Geri Moss-Norbury of TD Trillium Wealth Management
Join Geri Moss-Norbury, MA, CFP®, CIM®, Associate Portfolio Manager and Senior Investment Advisor with TD Wealth for a presentation all about helping your kids and grandkids with a good financial start in life.
Geri will go over various strategies you can consider with your kids and grandkids at any age, such as how to utilize registered education saving plans (RESP) and tax free saving accounts (TSFA), as well how to navigate helping your kids/grandkids with their real estate purchases.
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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Association members and their guests are welcome to register to participate in this webinar. To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.
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.