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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 14, 2020
9:00 am - 9:05 amOpening Remarks and Retirement video with Barry McInerney
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments
9:05 am - 9:20 amDemographic Story
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments
9:20 am - 9:45 amMonthly Income Portfolios
Allan Seychuk, VP, Senior Investment Director, Mackenzie Alternative Investments, Mackenzie Investments
9:45 am - 10:15 amPortfolio 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
10:15 am - 10:55 amTax & Estate (Includes a 15 minute breaout)
Frank Di Pietro, Assistant Vice President, Tax and Estate Planning, Mackenzie Investments
10:55 am - 11:00 amClosing Remarks
Mike Evans, Vice President of National Sales Initiatives, Mackenzie Investments