About this Event
Secure your seat for May 6th at the Memorial Park Library.
Join us at the Memorial Park Library for an educational session.
Led by Rameez Sammy, MBA, CIM—a senior finance professional with over a decade of leadership experience—this session translates complex concepts into clear, practical insights you can use immediately.
What You’ll Master This Month:
1. Risk & Diversification
Ensure your money is working as hard as you do
- Defining your Financial 'Why' : Learn how to align your investment strategies with your current life stage - from the eraly "Accumulation" years to the strategic "Distribution" phase.
- Risk Vs Reward evolution: Understand how to shift your asset allocation as you age to protect your gains without sacrificing growth
- Milestone Mapping: Identify the specific financial targets you need to hit this decade to ensure a work-optional lifestyle in the next
2. Risk Tolerance Profiles
Having a Plan & peace of mind:
- Organization for optimization: Discover how a streamlined digital and physical filing system can save you thousands in tax prep and legal fees.
- The "In case Of Emergency" Vault: Learn exactly which documents (Wills, trusts, and power of attorney) are non-negotiable for protecting your family's future.
- Net worth tracking: Master the art of the Personal Balance Sheet so you can see your entire financial picture - and your progress - at a single glance.
Who Is This For?
This program is designed for professionals, families, and business owners in Calgary who want to move past the headlines and understand the actual science of investing.
About the Program
This event is a core module in our premier 20-part curriculum delivered over the next 18–20 months. Each session provides a standalone pillar of knowledge, while the full series offers a complete masters-level education in personal wealth management.
📅 Date: May 6, 2026
📍 Location: Memorial Park Library, Calgary
🎟️ Admission: Complimentary (Registration Required)
Seats at the Memorial Park Library are limited and fill quickly. Click the "Reserve your spot" button to secure your spot today!
Agenda
Asset Classes & Investment Vehicles
Info: 5:30 PM – 5:35 PM: Welcome & Series Introduction
5:35 PM – 6:00 PM: Topic 1: Core Asset Classes (Cash, Bonds, Stocks)
6:00 PM – 6:15 PM: Topic 2: Markets & Vehicles (Mutual Funds, Stock & Capital Markets)
6:15 PM – 6:30 PM: Open Q&A & Wrap-up
Event Venue & Nearby Stays
Calgary Public Library - Memorial Park, 1221 2 Street Southwest, Calgary, Canada
CAD 0.00
