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peosc

 

Seminar Series

PEOSC is organizing a seminar as part of its goal to help members to achieve a better career through seminars.

TOPICMoney Concept

PRESENTER:  Ryan F.Y. Lee, BA Hons.

WHERE:  Zoom Video Conferencing. The zoom link will be provided to the persons who registered to the Seminar

WHEN:  Wednesday, August 25, 2021, from 5:45 pm to 7:00 pm

REGISTRATION DEADLINE:  August 23, 2021 at noon

REGISTRATION:  Follow the Link

Agenda

5:45 pm   Connect to video conference

6:00 pm   Welcome Message

6:05 pm   Introduction

6:10 pm  Presentation

6:50 pm   Questions Period

7:00 pm   Vote of Thanks and Conclusion


ABOUT THE PRESENTER:


Ryan is an experienced financial services & investment profRyanessional in Retail Banking & Wealth Management. He worked for 3 different banks (HSBC, BMO, CIBC) as a Senior Manager/ Investment Consultant since 2006. In 2020, Ryan joined into World Financial Group WFG as Mutual Fund Rep & Insurance Agent. In 2021, Ryan joined RBC Royal Bank as a Financial Advisor.

 

Besides financial services professional, Ryan loves to do lots of networking, mentorship, financial literacy among peer groups.

 


Synopsis of the Topic:  The seminar will cover the following topics:

  • X Curve for Wealth & Responsibility
  • Years of Working and Length of Retirement
  • Wealth Formula1
  • Rule of 72 compound Interest1
  • How to reduce Risk
  • Index Chart
  • Dollar Cost Averaging
  • Tax Now, Tax Defer and Tax Advantage methods1