Yamamoto University
Yamamoto Wealth Management Group believes that knowledge and research are the foundation for good advice. We also believe the more educated our clients are, the more likely they are to understand our recommendations.
Recent Presentations
Here you will find some recent presentations from events hosted by Yamamoto Wealth Management Group. Please click on the links below for access to the power point presentations:
(PPT, 3MB)
(PPT, 6MB)
(PPT, 4MB)
(PPT, 2.5MB)
(PPT, 2MB)
Newsletters
View our current and past newsletters:
October 2009 Newsletter
(PDF, 500KB)
(PDF, 304KB)
(PDF, 698KB)
(PDF, 381KB)
Upcoming Client Events
Client Brunch at the Royal Mayfair Golf Club.
January 30,2010
Further details and invitations to be sent out soon.
Quarterly Conference Call
Details to be announced
February 03, 2009 Mclean Budden presentation
(PPT, 290KB)
Public Investment Seminar Dates
AFFLUENT RETIREMENT SEMINAR:
How To Ensure You Don’t Outlive Your Savings.
2010 date to be announced
All courses below are taught through Metro Continuing Education:
(click here to register & for further information)
Basics of Investing
The following course is sponsored by the Alberta Securities Commission (ASC), the regulatory agency responsible for administering the province's securities laws. It is entrusted to foster a fair and efficient capital market in Alberta and to protect investors. As a member of the Canadian Securities Administrators, the ASC works to improve, coordinate and harmonize the regulation of Canada's capital markets. Think investing is just for financial wizards? This course is ideal for beginners and covers RRSP's and RESP's as well as the stock market, mutual funds and tax considerations. Presented in plain language, this non-promotional course discusses important investing topics and provides you with a solid base from which to make well-informed investment decisions.
2010 Dates:
Saturday, 9:00 AM - 3:30 PM; 1 session on January 16, 2010
Saturday, 9:00 AM - 3:30 PM; 1 session on March 13, 2010
Wednesday, 6:00 PM – 9:00 PM; 2 sessions starting April 14, 2010 ending April 21, 2010
Stock Trading
This interactive workshop will increase your knowledge of the stock market. Understand the difference between blue-chip and penny stocks; learn to make informed investment decisions; find sources of stock data and read financial pages with ease.
Dates:
Wednesday, 6:30 PM - 9:30 PM; 1 session on February 24, 2010
Course Presentation (powerpoint)
Part 4
Affluent Lifestyle & Retirement Income Workshop
Learn about investment income, pensions and tax smart strategies for RRSPs, RRIFs and investments to generate an abundant income stream. Bring your documents and create a personalized plan. This is a valuable opportunity for those in a lifestyle transition.
To be announced.
Financial Strategies for Severance Packages & Pension Plans
Build it. Protect it. Enjoy it. The choices you make today can impact the retirement lifestyle you will enjoy tomorrow. Empower yourself by becoming financially knowledgeable; learn to use your severance packages to reduce your taxes and make decisions that will maximize your pension package options.
Dates:
Wednesday, 6:30 PM - 9:30 PM; 1 session on March 17, 2010
