Investment Club Meeting on March 19, 2024 (Webinar)
Ellen's Investment Club (Toronto Central Investment Share Club) Guest Speaker: Ed Rempel, CPA, CMA, CFP Tuesday, March 19, 2024, 7:00 – 9:00 P.M. By videoconference 1. Member introduction 2. Approve Agenda 3. Our guest speaker is Ed Rempel , CPA, CMA, CFP, He is a financial blogger , fee-for-service financial planner and tax accountant. He’s not an investment dealer, which means he does not sell investments. Here are six topics he’d like to discuss with us (below). These are Investment lessons he’s learned as a fee-for-service financial planner from preparing over 1,000 comprehensive financial plans. Almost nobody can retire comfortably with a balanced or conservative portfolio. After retiring: The 4% rule for annual withdrawals is more reliable with equities than bonds. High risk of bonds as a long-term investment. With most financial plans, 80% of retirement income is investment growth AFTER retiring. Importance of a growth mindset. High equity focus is a huge benefit in a fi