Association Meeting – Market Update and Essential Diversification in Challenging Times

Map Unavailable

Date(s) - March 7, 2024
8:00 am - 9:45 am

Categories No Categories

Guest Speaker – Bill Westmacot with Fivefold Financial.

With nearly 30 years of business and sales experience, Bill knows the many challenges individuals, business owners, and professionals face with developing and implementing a wealth plan. He professionally came into the financial and life insurance industry in 2005, and developed a successful career helping many business owners and families in BC and Alberta. Bill soon discovered that most people lacked fundamental and essential financial education. To date, he has done over 200 seminars for many types of businesses and for organizations that want to help their teams learn a wide range of financial strategies and solutions.

Presentation Title – Market Update and Essential Diversification in Challenging Times

Overview of Presentation:

  • A Quick Intro
  • The Volatile 20s started in 2008!
  • Big Three Issues in the Economy: Inflation/Interest Rates, Recession and Elections
  • What Investment Diversification is NOT!
  • We need to think differently from the past, assets, and strategies for the future
  1. Let’s talk Gold & Silver & Commodities
  2. Has Anyone heard of Bitcoin & Crypto?
  3. Stocks & Bonds a Pickers Market
  4. Passive vs. Active Portfolio Management
  5. Why are Insurance Contracts Essential?
  6. Private Equity…Choose Wisely
  7. Why PPI & IPPs are Superior to RRSPs for Business Owners
  8. Bringing it Home and Join the Team (Has anyone heard of George Melville?)
  9. Q & A


Register here.

– – – – – – – – –




Leave a Comment