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Mackenzie Exchange Event Series

Client Engagement Series

Retirement Rewired: Rethinking Retirement Workshops

 
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Agenda
*subject to change

 

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Wednesday, October 7, 2020
1:00 pm - 1:05 pmOpening Remarks and Retirement video with Barry McInerney
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments
1:05 pm - 1:20 pmDemographic Story
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments
1:20 pm - 1:45 pmMonthly Income Portfolios
Allan Seychuk, VP, Senior Investment Director, Mackenzie Alternative Investments, Mackenzie Investments
1:45 pm - 2:15 pmPortfolio Construction (includes a 15 minute breakout)
Allan Seychuk, VP, Senior Investment Director, Mackenzie Alternative Investments, Mackenzie Investments
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments
2:15 pm - 2:55 pmTax & Estate (Includes a 15 minute breakout)
Frank Di Pietro, Assistant Vice President, Tax and Estate Planning, Mackenzie Investments
2:55 pm - 3:00 pmClosing Remarks
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments